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 | $56,926 | $60,022-5.2% | $88,946-36.0% | $84,808-32.9% |
| Participation rate | 8.0% | 57.8%-49.8pp | 68.8%-60.8pp | 68.3%-60.3pp |
| Annual return | 14.52% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $124 | $3,114-96.0% | $4,581-97.3% | $4,212-97.0% |
| Admin fee / account holder | $5,842 | $4,811+21.4% | $8,261-29.3% | $7,344-20.5% |