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 | $14,811 | $85,022-82.6% | $70,515-79.0% | $139,434-89.4% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 23.87% | 30.38%-6.5pp | 32.77%-8.9pp | 372.94%-349.1pp |
| Employer contribution / active EE | $634 | $3,909-83.8% | $2,973-78.7% | $4,751-86.7% |
| Participant deferral / active EE | $953 | $5,890-83.8% | $4,567-79.1% | $6,710-85.8% |
| Admin fee / account holder | $18,757 | $8,906+110.6% | $6,412+192.5% | $11,403+64.5% |