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 | $37,986 | $60,892-37.6% | $82,389-53.9% | $84,808-55.2% |
| Participation rate | 22.2% | 63.3%-41.0pp | 69.5%-47.3pp | 68.3%-46.1pp |
| Annual return | 15.87% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $606 | $1,779-65.9% | $2,517-75.9% | $2,631-77.0% |
| Participant deferral / active EE | $925 | $3,179-70.9% | $4,155-77.7% | $4,212-78.0% |
| Admin fee / account holder | $4,335 | $5,467-20.7% | $7,231-40.0% | $7,344-41.0% |