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 | $81,962 | $101,724-19.4% | $164,813-50.3% | $80,856+1.4% |
| Participation rate | 36.6% | 71.8%-35.2pp | 78.6%-42.0pp | 67.6%-31.0pp |
| Annual return | 15.29% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,854 | $2,953+64.4% | $4,341+11.8% | $2,755+76.2% |
| Participant deferral / active EE | $861 | $4,477-80.8% | $6,031-85.7% | $4,296-79.9% |
| Admin fee / account holder | $13,290 | $8,227+61.5% | $12,690+4.7% | $6,918+92.1% |