See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,489 | $56,629-55.0% | $77,999-67.3% | $55,167-53.8% |
| Participation rate | 41.0% | 73.3%-32.3pp | 75.5%-34.5pp | 69.0%-28.0pp |
| Annual return | 8.17% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $478 | $1,723-72.3% | $2,470-80.7% | $1,963-75.7% |
| Participant deferral / active EE | $1,263 | $2,777-54.5% | $3,497-63.9% | $3,054-58.6% |
| Admin fee / account holder | $1,445 | $467+209.8% | $5,480-73.6% | $504+186.8% |