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 5-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 | $40,328 | $82,978-51.4% | $129,995-69.0% | $71,457-43.6% |
| Participation rate | 34.7% | 74.1%-39.4pp | 78.5%-43.8pp | 67.9%-33.3pp |
| Annual return | 18.52% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $784 | $2,622-70.1% | $4,320-81.9% | $2,588-69.7% |
| Participant deferral / active EE | $1,659 | $4,432-62.6% | $5,820-71.5% | $4,289-61.3% |
| Admin fee / account holder | $6,523 | $1,729+277.3% | $10,614-38.5% | $1,587+311.0% |