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 | $23,593 | $91,190-74.1% | $178,490-86.8% | $79,858-70.5% |
| Participation rate | 26.8% | 69.2%-42.4pp | 81.9%-55.1pp | 69.6%-42.8pp |
| Annual return | 15.71% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $511 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $713 | $3,236-78.0% | $5,202-86.3% | $3,740-80.9% |
| Admin fee / account holder | $2,711 | $6,751-59.8% | $13,984-80.6% | $5,306-48.9% |