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 | $57,192 | $73,933-22.6% | $96,683-40.8% | $75,163-23.9% |
| Participation rate | 25.7% | 66.4%-40.7pp | 74.3%-48.6pp | 67.2%-41.5pp |
| Annual return | 29.31% | 26.70%+2.6pp | 35.69%-6.4pp | 160.62%-131.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $808 | $3,659-77.9% | $4,878-83.4% | $4,125-80.4% |
| Admin fee / account holder | $16,420 | $5,216+214.8% | $6,730+144.0% | $5,651+190.6% |