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 | $63,874 | $74,927-14.8% | $101,794-37.3% | $84,808-24.7% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.7pp | 68.3%-28.8pp |
| Annual return | 13.94% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $747 | $1,522-50.9% | $2,289-67.4% | $2,631-71.6% |
| Participant deferral / active EE | $782 | $3,099-74.8% | $4,084-80.9% | $4,212-81.4% |
| Admin fee / account holder | $4,909 | $6,514-24.6% | $8,777-44.1% | $7,344-33.2% |