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 | $24,331 | $56,110-56.6% | $94,993-74.4% | $70,131-65.3% |
| Participation rate | 56.7% | 65.0%-8.3pp | 73.9%-17.2pp | 69.5%-12.9pp |
| Annual return | 17.02% | 51.02%-34.0pp | 27.12%-10.1pp | 73.14%-56.1pp |
| Employer contribution / active EE | $445 | $1,442-69.1% | $2,603-82.9% | $2,342-81.0% |
| Participant deferral / active EE | $843 | $2,391-64.7% | $3,317-74.6% | $3,332-74.7% |
| Admin fee / account holder | $345 | $3,456-90.0% | $4,960-93.0% | $4,645-92.6% |