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 | $40,548 | $56,897-28.7% | $84,750-52.2% | $62,891-35.5% |
| Participation rate | 57.6% | 68.5%-11.0pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 6.85% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,409 | $2,400-41.3% | $3,574-60.6% | $2,281-38.2% |
| Participant deferral / active EE | $922 | $2,709-66.0% | $3,712-75.1% | $3,203-71.2% |
| Admin fee / account holder | $744 | $3,581-79.2% | $5,332-86.0% | $4,296-82.7% |