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 | $33,621 | $75,828-55.7% | $147,614-77.2% | $59,632-43.6% |
| Participation rate | 39.3% | 71.6%-32.2pp | 84.6%-45.3pp | 68.7%-29.3pp |
| Annual return | 0.30% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $789 | $3,485-77.4% | $5,564-85.8% | $2,203-64.2% |
| Participant deferral / active EE | $325 | $3,130-89.6% | $4,895-93.4% | $3,192-89.8% |
| Admin fee / account holder | $662 | $5,985-88.9% | $11,611-94.3% | $4,297-84.6% |