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 | $66,037 | $81,460-18.9% | $103,333-36.1% | $80,856-18.3% |
| Participation rate | 45.0% | 66.8%-21.8pp | 74.5%-29.5pp | 67.6%-22.6pp |
| Annual return | 10.57% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,028 | $3,105-2.5% | $3,868-21.7% | $2,755+9.9% |
| Participant deferral / active EE | $740 | $3,869-80.9% | $5,057-85.4% | $4,296-82.8% |
| Admin fee / account holder | $2,705 | $6,566-58.8% | $8,355-67.6% | $6,918-60.9% |