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 | $21,764 | $57,354-62.1% | $83,848-74.0% | $64,186-66.1% |
| Participation rate | 49.0% | 68.6%-19.6pp | 76.1%-27.2pp | 69.6%-20.6pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,516 | $2,545+38.1% | $3,631-3.2% | $2,381+47.7% |
| Participant deferral / active EE | $896 | $2,993-70.1% | $4,082-78.1% | $3,470-74.2% |
| Admin fee / account holder | $11,920 | $4,046+194.6% | $5,478+117.6% | $4,888+143.9% |