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 | $46,736 | $43,423+7.6% | $78,689-40.6% | $55,167-15.3% |
| Participation rate | 8.5% | 68.0%-59.5pp | 73.6%-65.1pp | 69.0%-60.5pp |
| Annual return | 5.28% | 11.53%-6.2pp | 62.18%-56.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $377 | $1,997-81.1% | $2,851-86.8% | $1,963-80.8% |
| Participant deferral / active EE | $542 | $2,509-78.4% | $3,517-84.6% | $3,054-82.2% |
| Admin fee / account holder | $6,985 | $416+1578.3% | $4,510+54.9% | $504+1286.1% |