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 | $14,936 | $76,000-80.3% | $154,107-90.3% | $64,186-76.7% |
| Participation rate | 42.6% | 70.4%-27.9pp | 83.0%-40.5pp | 69.6%-27.0pp |
| Annual return | -3.83% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $583 | $3,351-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $739 | $3,175-76.7% | $5,081-85.5% | $3,470-78.7% |
| Admin fee / account holder | $3,716 | $5,596-33.6% | $13,411-72.3% | $4,888-24.0% |