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 | $73,787-13.4% | $98,716-35.3% | $82,448-22.5% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.3%-29.8pp | 68.1%-28.6pp |
| Annual return | 13.94% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $747 | $1,511-50.6% | $2,279-67.2% | $2,551-70.7% |
| Participant deferral / active EE | $782 | $3,081-74.6% | $4,048-80.7% | $4,139-81.1% |
| Admin fee / account holder | $4,909 | $6,500-24.5% | $8,703-43.6% | $7,234-32.1% |