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 | $24,455 | $72,177-66.1% | $115,037-78.7% | $59,632-59.0% |
| Participation rate | 44.0% | 72.6%-28.6pp | 81.4%-37.4pp | 68.7%-24.7pp |
| Annual return | -1.40% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $684 | $2,841-75.9% | $4,608-85.2% | $2,203-68.9% |
| Participant deferral / active EE | $1,839 | $4,783-61.5% | $6,026-69.5% | $3,192-42.4% |
| Admin fee / account holder | $550 | $4,927-88.8% | $8,175-93.3% | $4,297-87.2% |