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 | $43,711 | $102,317-57.3% | $146,958-70.3% | $80,856-45.9% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 15.83% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,342 | $3,713-63.9% | $4,933-72.8% | $2,755-51.3% |
| Participant deferral / active EE | $2,075 | $6,644-68.8% | $8,070-74.3% | $4,296-51.7% |
| Admin fee / account holder | $693 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |