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 | $20,648 | $61,774-66.6% | $97,226-78.8% | $80,856-74.5% |
| Participation rate | 65.0% | 63.5%+1.5pp | 72.7%-7.7pp | 67.6%-2.6pp |
| Annual return | 11.17% | -557.90%+569.1pp | 75.13%-64.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,667 | $1,837-9.3% | $2,729-38.9% | $2,755-39.5% |
| Participant deferral / active EE | $561 | $3,029-81.5% | $4,264-86.9% | $4,296-86.9% |
| Admin fee / account holder | $1,008 | $5,166-80.5% | $5,654-82.2% | $6,918-85.4% |