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 | $25,684 | $43,723-41.3% | $121,196-78.8% | $64,186-60.0% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.7%-8.8pp | 69.6%-6.6pp |
| Annual return | -5.75% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,222 | $1,296-5.8% | $4,022-69.6% | $2,381-48.7% |
| Participant deferral / active EE | $838 | $2,280-63.2% | $3,344-74.9% | $3,470-75.9% |
| Admin fee / account holder | $1,819 | $3,501-48.0% | $5,019-63.8% | $4,888-62.8% |