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 | $47,464 | $49,227-3.6% | $70,449-32.6% | $79,858-40.6% |
| Participation rate | 68.2% | 69.2%-1.0pp | 75.1%-6.9pp | 69.6%-1.5pp |
| Annual return | 9.85% | 30.06%-20.2pp | 109.03%-99.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $800 | $2,099-61.9% | $2,737-70.8% | $2,471-67.6% |
| Participant deferral / active EE | $806 | $2,768-70.9% | $3,709-78.3% | $3,740-78.5% |
| Admin fee / account holder | $2,470 | $2,878-14.2% | $3,845-35.8% | $5,306-53.4% |