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 | $40,798 | $53,822-24.2% | $75,696-46.1% | $85,850-52.5% |
| Participation rate | 30.8% | 69.1%-38.3pp | 74.8%-44.1pp | 69.3%-38.5pp |
| Annual return | 28.50% | 24.54%+4.0pp | 104.53%-76.0pp | 318.53%-290.0pp |
| Employer contribution / active EE | $400 | $2,017-80.2% | $2,743-85.4% | $2,565-84.4% |
| Participant deferral / active EE | $673 | $2,895-76.7% | $3,821-82.4% | $3,952-83.0% |
| Admin fee / account holder | $11,185 | $3,343+234.6% | $3,619+209.1% | $6,260+78.7% |