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 | $27,186 | $52,884-48.6% | $84,750-67.9% | $55,167-50.7% |
| Participation rate | 27.9% | 67.5%-39.6pp | 76.6%-48.7pp | 69.0%-41.1pp |
| Annual return | 8.20% | 18.03%-9.8pp | 22.78%-14.6pp | 169.23%-161.0pp |
| Employer contribution / active EE | $577 | $2,233-74.2% | $3,574-83.9% | $1,963-70.6% |
| Participant deferral / active EE | $719 | $2,644-72.8% | $3,712-80.6% | $3,054-76.5% |
| Admin fee / account holder | $2,982 | $581+413.5% | $5,332-44.1% | $504+491.8% |