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 | $32,117 | $98,750-67.5% | $149,696-78.5% | $79,858-59.8% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.5%-60.3pp | 69.6%-47.4pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $664 | $3,216-79.3% | $4,644-85.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,043 | $5,680-81.6% | $6,842-84.8% | $3,740-72.1% |
| Admin fee / account holder | $6,763 | $6,053+11.7% | $9,309-27.3% | $5,306+27.5% |