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 | $42,750 | $62,146-31.2% | $81,438-47.5% | $74,546-42.7% |
| Participation rate | 12.5% | 64.1%-51.6pp | 69.5%-57.0pp | 67.2%-54.7pp |
| Annual return | 16.95% | 16.49%+0.5pp | 24.74%-7.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $629 | $1,883-66.6% | $2,460-74.4% | $2,624-76.0% |
| Participant deferral / active EE | $1,308 | $3,229-59.5% | $3,883-66.3% | $4,347-69.9% |
| Admin fee / account holder | $3,130 | $1,922+62.8% | $5,764-45.7% | $1,944+61.0% |