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 | $31,154 | $50,815-38.7% | $155,509-80.0% | $77,643-59.9% |
| Participation rate | 19.1% | 63.1%-44.0pp | 78.2%-59.1pp | 70.6%-51.4pp |
| Annual return | 13.91% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $383 | $1,993-80.8% | $4,672-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $834 | $2,822-70.4% | $5,626-85.2% | $4,647-82.0% |
| Admin fee / account holder | $1,212 | $437+177.7% | $15,912-92.4% | $430+181.7% |