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 | $31,788 | $65,365-51.4% | $92,893-65.8% | $72,985-56.4% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 18.95% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,007 | $2,594-61.2% | $3,653-72.4% | $2,440-58.7% |
| Participant deferral / active EE | $966 | $3,128-69.1% | $4,236-77.2% | $3,607-73.2% |
| Admin fee / account holder | $1,984 | $4,251-53.3% | $5,794-65.8% | $5,124-61.3% |