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 | $56,553 | $87,733-35.5% | $106,548-46.9% | $85,850-34.1% |
| Participation rate | 28.8% | 71.9%-43.1pp | 76.1%-47.3pp | 69.3%-40.5pp |
| Annual return | 21.97% | 21.86%+0.1pp | 26.80%-4.8pp | 318.53%-296.6pp |
| Employer contribution / active EE | $959 | $2,073-53.8% | $2,819-66.0% | $2,565-62.6% |
| Participant deferral / active EE | $1,452 | $3,469-58.2% | $4,398-67.0% | $3,952-63.3% |
| Admin fee / account holder | $837 | $6,767-87.6% | $7,407-88.7% | $6,260-86.6% |