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 | $8,957 | $80,717-88.9% | $154,803-94.2% | $84,808-89.4% |
| Participation rate | 49.3% | 66.8%-17.6pp | 78.1%-28.8pp | 68.3%-19.1pp |
| Annual return | 14.44% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $356 | $2,761-87.1% | $4,305-91.7% | $2,631-86.5% |
| Participant deferral / active EE | $460 | $3,303-86.1% | $5,540-91.7% | $4,212-89.1% |
| Admin fee / account holder | $989 | $6,746-85.3% | $14,329-93.1% | $7,344-86.5% |