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 | $40,125 | $86,929-53.8% | $102,423-60.8% | $80,856-50.4% |
| Participation rate | 55.2% | 72.4%-17.2pp | 76.5%-21.3pp | 67.6%-12.5pp |
| Annual return | 10.70% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $986 | $2,369-58.4% | $3,023-67.4% | $2,755-64.2% |
| Participant deferral / active EE | $1,806 | $4,118-56.1% | $5,053-64.3% | $4,296-58.0% |
| Admin fee / account holder | $4,481 | $8,049-44.3% | $9,451-52.6% | $6,918-35.2% |