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 | $70,510 | $80,968-12.9% | $96,544-27.0% | $75,163-6.2% |
| Participation rate | 28.8% | 71.8%-43.0pp | 76.0%-47.1pp | 67.2%-38.4pp |
| Annual return | 20.63% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $749 | $2,282-67.2% | $2,965-74.7% | $2,670-72.0% |
| Participant deferral / active EE | $1,615 | $3,928-58.9% | $4,851-66.7% | $4,125-60.9% |
| Admin fee / account holder | $2,462 | $6,724-63.4% | $8,252-70.2% | $5,651-56.4% |