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 | $35,722 | $62,624-43.0% | $177,989-79.9% | $77,643-54.0% |
| Participation rate | 23.8% | 66.8%-43.0pp | 77.1%-53.3pp | 70.6%-46.8pp |
| Annual return | 13.07% | 16.16%-3.1pp | 294.48%-281.4pp | 31.24%-18.2pp |
| Employer contribution / active EE | $535 | $1,909-72.0% | $3,949-86.5% | $2,726-80.4% |
| Participant deferral / active EE | $1,151 | $4,219-72.7% | $6,276-81.7% | $4,647-75.2% |
| Admin fee / account holder | $2,511 | $386+550.9% | $10,363-75.8% | $430+483.5% |