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 | $23,331 | $51,576-54.8% | $129,207-81.9% | $80,856-71.1% |
| Participation rate | 25.4% | 57.0%-31.6pp | 69.6%-44.2pp | 67.6%-42.2pp |
| Annual return | 11.33% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $334 | $1,584-78.9% | $4,153-92.0% | $2,755-87.9% |
| Participant deferral / active EE | $601 | $2,669-77.5% | $4,168-85.6% | $4,296-86.0% |
| Admin fee / account holder | $1,186 | $4,305-72.5% | $7,715-84.6% | $6,918-82.9% |