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 | $22,067 | $56,897-61.2% | $84,750-74.0% | $62,891-64.9% |
| Participation rate | 22.1% | 68.5%-46.5pp | 76.6%-54.5pp | 69.3%-47.2pp |
| Annual return | 11.43% | 6.30%+5.1pp | 22.78%-11.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $542 | $2,400-77.4% | $3,574-84.8% | $2,281-76.2% |
| Participant deferral / active EE | $1,007 | $2,709-62.8% | $3,712-72.9% | $3,203-68.6% |
| Admin fee / account holder | $333 | $3,581-90.7% | $5,332-93.8% | $4,296-92.3% |