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 | $60,149 | $216,711-72.2% | $136,749-56.0% | $85,563-29.7% |
| Participation rate | 13.0% | 51.7%-38.8pp | 72.1%-59.2pp | 66.0%-53.0pp |
| Annual return | 14.18% | 15.26%-1.1pp | 24.33%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $360 | $1,660-78.3% | $3,400-89.4% | $2,654-86.4% |
| Participant deferral / active EE | $704 | $2,635-73.3% | $4,692-85.0% | $4,375-83.9% |
| Admin fee / account holder | $3,935 | $1,223+221.8% | $11,386-65.4% | $834+371.7% |