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 | $28,561 | $72,277-60.5% | $101,248-71.8% | $79,858-64.2% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.8%-8.6pp | 69.6%-2.4pp |
| Annual return | 10.89% | 22.30%-11.4pp | 46.47%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $4,681 | $2,692+73.9% | $3,660+27.9% | $2,471+89.5% |
| Participant deferral / active EE | $1,350 | $3,282-58.8% | $4,370-69.1% | $3,740-63.9% |
| Admin fee / account holder | $8,774 | $4,400+99.4% | $5,945+47.6% | $5,306+65.4% |