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 | $33,409 | $37,426-10.7% | $77,482-56.9% | $79,858-58.2% |
| Participation rate | 37.9% | 41.5%-3.6pp | 54.2%-16.3pp | 69.6%-31.7pp |
| Annual return | 11.96% | 39.70%-27.7pp | 54.79%-42.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $307 | $1,260-75.6% | $1,861-83.5% | $3,740-91.8% |
| Admin fee / account holder | $562 | $2,504-77.6% | $2,858-80.3% | $5,306-89.4% |