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 | $22,507 | $59,839-62.4% | $81,983-72.5% | $79,858-71.8% |
| Participation rate | 33.8% | 61.6%-27.8pp | 69.2%-35.4pp | 69.6%-35.8pp |
| Annual return | 11.45% | 17.56%-6.1pp | 41.31%-29.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $549 | $1,713-68.0% | $2,498-78.0% | $2,471-77.8% |
| Participant deferral / active EE | $861 | $2,695-68.1% | $3,722-76.9% | $3,740-77.0% |
| Admin fee / account holder | $630 | $4,287-85.3% | $5,664-88.9% | $5,306-88.1% |