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 | $22,446 | $48,046-53.3% | $84,611-73.5% | $72,985-69.2% |
| Participation rate | 45.3% | 57.6%-12.2pp | 68.2%-22.9pp | 69.5%-24.2pp |
| Annual return | 20.11% | 37.38%-17.3pp | 258.74%-238.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $333 | $1,602-79.2% | $2,652-87.4% | $2,440-86.3% |
| Participant deferral / active EE | $428 | $2,680-84.0% | $3,899-89.0% | $3,607-88.1% |
| Admin fee / account holder | $3,465 | $3,395+2.1% | $4,912-29.5% | $5,124-32.4% |