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 | $22,574 | $77,813-71.0% | $123,544-81.7% | $64,186-64.8% |
| Participation rate | 14.7% | 74.7%-60.0pp | 82.3%-67.6pp | 69.6%-54.9pp |
| Annual return | 4.08% | 12.48%-8.4pp | 119.20%-115.1pp | 7.63%-3.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $207 | $5,240-96.1% | $6,426-96.8% | $3,470-94.0% |
| Admin fee / account holder | $7,904 | $5,519+43.2% | $9,284-14.9% | $4,888+61.7% |