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 | $69,513 | $54,705+27.1% | $71,209-2.4% | $84,808-18.0% |
| Participation rate | 18.8% | 64.1%-45.2pp | 73.8%-54.9pp | 68.3%-49.5pp |
| Annual return | 14.88% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $398 | $2,158-81.6% | $2,721-85.4% | $2,631-84.9% |
| Participant deferral / active EE | $505 | $3,030-83.3% | $4,175-87.9% | $4,212-88.0% |
| Admin fee / account holder | $5,657 | $4,863+16.3% | $5,349+5.8% | $7,344-23.0% |