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 | $33,035 | $71,050-53.5% | $93,606-64.7% | $80,856-59.1% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-21.0pp | 67.6%-19.9pp |
| Annual return | 11.01% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,820 | $1,564+16.4% | $2,420-24.8% | $2,755-33.9% |
| Participant deferral / active EE | $1,004 | $4,034-75.1% | $4,411-77.2% | $4,296-76.6% |
| Admin fee / account holder | $13,100 | $6,945+88.6% | $8,285+58.1% | $6,918+89.4% |