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 | $68,720 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 21.53% | 22.30%-0.8pp | 46.47%-24.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,082 | $2,692-59.8% | $3,660-70.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,313 | $3,282-60.0% | $4,370-70.0% | $3,740-64.9% |
| Admin fee / account holder | $8,090 | $4,400+83.8% | $5,945+36.1% | $5,306+52.5% |