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 | $65,855 | $81,248-18.9% | $155,509-57.7% | $80,856-18.6% |
| Participation rate | 26.5% | 66.2%-39.7pp | 78.2%-51.7pp | 67.6%-41.1pp |
| Annual return | 13.76% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $648 | $3,100-79.1% | $4,672-86.1% | $2,755-76.5% |
| Participant deferral / active EE | $736 | $3,452-78.7% | $5,626-86.9% | $4,296-82.9% |
| Admin fee / account holder | $1,542 | $7,997-80.7% | $15,912-90.3% | $6,918-77.7% |