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 | $33,237 | $71,057-53.2% | $93,654-64.5% | $80,874-58.9% |
| Participation rate | 32.6% | 60.4%-27.8pp | 68.7%-36.2pp | 67.6%-35.1pp |
| Annual return | 11.83% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $707 | $1,564-54.8% | $2,421-70.8% | $2,756-74.3% |
| Participant deferral / active EE | $1,008 | $4,034-75.0% | $4,413-77.1% | $4,297-76.5% |
| Admin fee / account holder | $327 | $6,944-95.3% | $8,282-96.1% | $6,935-95.3% |