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 | $22,473 | $50,958-55.9% | $74,550-69.9% | $64,186-65.0% |
| Participation rate | 27.0% | 61.1%-34.0pp | 69.1%-42.1pp | 69.6%-42.5pp |
| Annual return | 105.23% | -1.86%+107.1pp | 32.53%+72.7pp | 7.63%+97.6pp |
| Employer contribution / active EE | $398 | $1,115-64.3% | $1,961-79.7% | $2,381-83.3% |
| Participant deferral / active EE | $512 | $2,301-77.8% | $3,108-83.5% | $3,470-85.3% |
| Admin fee / account holder | $7,848 | $4,223+85.8% | $5,060+55.1% | $4,888+60.6% |