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 | $29,092 | $58,512-50.3% | $84,015-65.4% | $72,985-60.1% |
| Participation rate | 61.8% | 61.2%+0.6pp | 69.0%-7.2pp | 69.5%-7.6pp |
| Annual return | 17.22% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $398 | $1,163-65.8% | $1,983-79.9% | $2,440-83.7% |
| Participant deferral / active EE | $920 | $2,394-61.6% | $3,239-71.6% | $3,607-74.5% |
| Admin fee / account holder | $454 | $4,569-90.1% | $6,101-92.6% | $5,124-91.1% |