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 | $30,646 | $45,035-32.0% | $62,995-51.4% | $70,131-56.3% |
| Participation rate | 24.1% | 69.5%-45.4pp | 74.8%-50.7pp | 69.5%-45.4pp |
| Annual return | 21.11% | 18.76%+2.4pp | 87.57%-66.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $407 | $2,465-83.5% | $3,329-87.8% | $3,332-87.8% |
| Admin fee / account holder | $4,406 | $2,834+55.5% | $3,600+22.4% | $4,645-5.1% |