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 | $16,647 | $26,805-37.9% | $59,496-72.0% | $52,331-68.2% |
| Participation rate | 11.7% | 39.3%-27.7pp | 54.6%-42.9pp | 68.1%-56.5pp |
| Annual return | 5.18% | 2.61%+2.6pp | 182.05%-176.9pp | 4.54%+0.6pp |
| Employer contribution / active EE | $243 | $450-46.0% | $1,153-78.9% | $1,882-87.1% |
| Participant deferral / active EE | $317 | $916-65.4% | $1,829-82.7% | $3,022-89.5% |
| Admin fee / account holder | $787 | $305+158.2% | $2,232-64.7% | $592+33.1% |