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 | $54,440 | $73,933-26.4% | $96,683-43.7% | $75,163-27.6% |
| Participation rate | 25.3% | 66.4%-41.2pp | 74.3%-49.1pp | 67.2%-41.9pp |
| Annual return | 16.28% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $806 | $2,928-72.5% | $3,737-78.4% | $2,670-69.8% |
| Participant deferral / active EE | $974 | $3,659-73.4% | $4,878-80.0% | $4,125-76.4% |
| Admin fee / account holder | $2,543 | $5,216-51.3% | $6,730-62.2% | $5,651-55.0% |