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 | $35,907 | $52,279-31.3% | $89,391-59.8% | $79,858-55.0% |
| Participation rate | 49.4% | 57.5%-8.2pp | 68.0%-18.6pp | 69.6%-20.3pp |
| Annual return | 12.64% | 22.16%-9.5pp | 245.62%-233.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,412 | $1,572+117.1% | $2,586+31.9% | $2,471+38.1% |
| Participant deferral / active EE | $776 | $2,740-71.7% | $3,890-80.1% | $3,740-79.3% |
| Admin fee / account holder | $7,902 | $3,356+135.4% | $4,881+61.9% | $5,306+48.9% |