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 | $30,234 | $57,065-47.0% | $75,670-60.0% | $70,131-56.9% |
| Participation rate | 20.5% | 68.1%-47.5pp | 72.3%-51.8pp | 69.5%-49.0pp |
| Annual return | 16.45% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $362 | $1,817-80.1% | $2,352-84.6% | $2,342-84.6% |
| Participant deferral / active EE | $637 | $2,580-75.3% | $3,142-79.7% | $3,332-80.9% |
| Admin fee / account holder | $3,082 | $3,825-19.4% | $5,800-46.9% | $4,645-33.7% |