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 | $83,934 | $59,107+42.0% | $86,436-2.9% | $68,494+22.5% |
| Participation rate | 51.5% | 75.2%-23.7pp | 80.3%-28.8pp | 67.9%-16.4pp |
| Annual return | 2.59% | -0.23%+2.8pp | 4394.89%-4392.3pp | -7.84%+10.4pp |
| Employer contribution / active EE | $937 | $2,519-62.8% | $3,769-75.1% | $2,596-63.9% |
| Participant deferral / active EE | $1,513 | $5,901-74.4% | $6,952-78.2% | $4,027-62.4% |
| Admin fee / account holder | $1,819 | $5,637-67.7% | $6,731-73.0% | $5,403-66.3% |