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 | $24,201 | $44,960-46.2% | $84,966-71.5% | $74,495-67.5% |
| Participation rate | 13.4% | 49.4%-36.0pp | 67.5%-54.1pp | 67.2%-53.8pp |
| Annual return | 13.58% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $320 | $1,457-78.1% | $2,727-88.3% | $2,623-87.8% |
| Participant deferral / active EE | $520 | $2,731-81.0% | $4,519-88.5% | $4,346-88.0% |
| Admin fee / account holder | $2,417 | $2,209+9.4% | $6,149-60.7% | $1,942+24.5% |