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 | $19,389 | $48,795-60.3% | $65,493-70.4% | $84,808-77.1% |
| Participation rate | 60.5% | 67.0%-6.5pp | 73.1%-12.6pp | 68.3%-7.8pp |
| Annual return | 15.11% | 20.20%-5.1pp | 982.45%-967.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $453 | $1,930-76.5% | $2,574-82.4% | $2,631-82.8% |
| Participant deferral / active EE | $771 | $2,928-73.7% | $3,961-80.5% | $4,212-81.7% |
| Admin fee / account holder | $353 | $3,877-90.9% | $5,028-93.0% | $7,344-95.2% |