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 | $26,944 | $85,022-68.3% | $70,515-61.8% | $139,434-80.7% |
| Participation rate | 46.2% | 73.9%-27.8pp | 68.3%-22.2pp | 80.3%-34.2pp |
| Annual return | 17.08% | 30.38%-13.3pp | 32.77%-15.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $376 | $5,890-93.6% | $4,567-91.8% | $6,710-94.4% |
| Admin fee / account holder | $4,227 | $8,906-52.5% | $6,412-34.1% | $11,403-62.9% |