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 | $30,652 | $65,703-53.3% | $94,224-67.5% | $59,632-48.6% |
| Participation rate | 46.2% | 72.1%-26.0pp | 78.8%-32.6pp | 68.7%-22.5pp |
| Annual return | -0.78% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $989 | $2,021-51.0% | $3,587-72.4% | $2,203-55.1% |
| Participant deferral / active EE | $1,222 | $3,143-61.1% | $4,320-71.7% | $3,192-61.7% |
| Admin fee / account holder | $708 | $4,264-83.4% | $6,269-88.7% | $4,297-83.5% |