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 | $53,429 | $72,492-26.3% | $87,100-38.7% | $72,985-26.8% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.9%-38.4pp | 69.5%-31.0pp |
| Annual return | 23.01% | 24.46%-1.4pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $916 | $1,894-51.6% | $2,521-63.7% | $2,440-62.5% |
| Participant deferral / active EE | $1,039 | $3,270-68.2% | $4,049-74.3% | $3,607-71.2% |
| Admin fee / account holder | $3,702 | $5,055-26.8% | $7,497-50.6% | $5,124-27.8% |