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 | $86,248 | $90,503-4.7% | $78,689+9.6% | $273,961-68.5% |
| Participation rate | 23.1% | 76.5%-53.4pp | 73.6%-50.5pp | 83.0%-59.9pp |
| Annual return | 6.92% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $339 | $3,176-89.3% | $2,851-88.1% | $4,869-93.0% |
| Participant deferral / active EE | $471 | $3,901-87.9% | $3,517-86.6% | $5,287-91.1% |
| Admin fee / account holder | $590 | $5,263-88.8% | $4,510-86.9% | $10,132-94.2% |