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 | $41,649 | $60,795-31.5% | $69,455-40.0% | $65,185-36.1% |
| Participation rate | 10.5% | 74.9%-64.3pp | 74.6%-64.1pp | 70.2%-59.7pp |
| Annual return | 21.16% | 17.46%+3.7pp | 28.97%-7.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $593 | $3,162-81.2% | $3,535-83.2% | $3,514-83.1% |
| Admin fee / account holder | $4,354 | $314+1288.0% | $3,839+13.4% | $847+414.0% |