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 5-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 | $23,960 | $56,047-57.3% | $98,716-75.7% | $79,634-69.9% |
| Participation rate | 14.8% | 54.6%-39.9pp | 69.3%-54.5pp | 62.5%-47.7pp |
| Annual return | 18.42% | 17.58%+0.8pp | 31.81%-13.4pp | 36.46%-18.0pp |
| Employer contribution / active EE | $167 | $1,237-86.5% | $2,279-92.7% | $2,529-93.4% |
| Participant deferral / active EE | $571 | $2,469-76.9% | $4,048-85.9% | $3,835-85.1% |
| Admin fee / account holder | $1,785 | $1,512+18.1% | $8,703-79.5% | $1,002+78.2% |