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 | $18,246 | $91,190-80.0% | $178,490-89.8% | $79,858-77.2% |
| Participation rate | 51.5% | 69.2%-17.7pp | 81.9%-30.5pp | 69.6%-18.2pp |
| Annual return | 11.74% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $691 | $3,256-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $773 | $3,236-76.1% | $5,202-85.1% | $3,740-79.3% |
| Admin fee / account holder | $1,253 | $6,751-81.4% | $13,984-91.0% | $5,306-76.4% |