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 | $22,988 | $75,183-69.4% | $123,892-81.4% | $55,167-58.3% |
| Participation rate | 33.7% | 72.8%-39.2pp | 81.4%-47.8pp | 69.0%-35.3pp |
| Annual return | 7.73% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $549 | $2,823-80.5% | $4,617-88.1% | $1,963-72.0% |
| Participant deferral / active EE | $995 | $5,084-80.4% | $5,984-83.4% | $3,054-67.4% |
| Admin fee / account holder | $2,398 | $663+261.9% | $8,357-71.3% | $504+375.9% |