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 | $24,812 | $50,982-51.3% | $154,803-84.0% | $85,563-71.0% |
| Participation rate | 12.9% | 59.8%-46.9pp | 78.1%-65.2pp | 66.0%-53.1pp |
| Annual return | 14.97% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $528 | $2,474-78.7% | $5,540-90.5% | $4,375-87.9% |
| Admin fee / account holder | $1,008 | $846+19.1% | $14,329-93.0% | $834+20.8% |