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 | $20,179 | $65,365-69.1% | $92,893-78.3% | $72,985-72.4% |
| Participation rate | 60.7% | 68.3%-7.6pp | 76.0%-15.3pp | 69.5%-8.8pp |
| Annual return | 17.94% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,235 | $2,594-52.4% | $3,653-66.2% | $2,440-49.4% |
| Participant deferral / active EE | $1,013 | $3,128-67.6% | $4,236-76.1% | $3,607-71.9% |
| Admin fee / account holder | $3,230 | $4,251-24.0% | $5,794-44.2% | $5,124-37.0% |