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 | $18,100 | $52,279-65.4% | $89,391-79.8% | $79,858-77.3% |
| Participation rate | 62.9% | 57.5%+5.3pp | 68.0%-5.1pp | 69.6%-6.8pp |
| Annual return | 12.04% | 22.16%-10.1pp | 245.62%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $5,314 | $1,572+238.1% | $2,586+105.5% | $2,471+115.1% |
| Participant deferral / active EE | $418 | $2,740-84.8% | $3,890-89.3% | $3,740-88.8% |
| Admin fee / account holder | $1,930 | $3,356-42.5% | $4,881-60.5% | $5,306-63.6% |