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 | $29,737 | $83,902-64.6% | $167,512-82.2% | $84,808-64.9% |
| Participation rate | 38.2% | 66.5%-28.2pp | 77.1%-38.8pp | 68.3%-30.1pp |
| Annual return | 17.43% | 91.55%-74.1pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $702 | $2,264-69.0% | $3,882-81.9% | $2,631-73.3% |
| Participant deferral / active EE | $763 | $4,442-82.8% | $6,405-88.1% | $4,212-81.9% |
| Admin fee / account holder | $1,562 | $7,915-80.3% | $9,769-84.0% | $7,344-78.7% |