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 | $39,810 | $48,230-17.5% | $67,502-41.0% | $80,856-50.8% |
| Participation rate | 38.3% | 66.4%-28.0pp | 72.9%-34.5pp | 67.6%-29.3pp |
| Annual return | 12.32% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $597 | $2,020-70.4% | $2,731-78.1% | $2,755-78.3% |
| Participant deferral / active EE | $692 | $2,924-76.3% | $4,000-82.7% | $4,296-83.9% |
| Admin fee / account holder | $4,982 | $3,681+35.3% | $3,998+24.6% | $6,918-28.0% |