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 | $24,197 | $46,869-48.4% | $122,332-80.2% | $70,131-65.5% |
| Participation rate | 32.7% | 58.2%-25.5pp | 71.6%-38.9pp | 69.5%-36.8pp |
| Annual return | 20.15% | 24.22%-4.1pp | 30.27%-10.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $649 | $2,166-70.1% | $3,287-80.3% | $3,332-80.5% |
| Admin fee / account holder | $586 | $3,322-82.4% | $5,478-89.3% | $4,645-87.4% |