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 | $45,002 | $37,426+20.2% | $77,482-41.9% | $79,858-43.6% |
| Participation rate | 29.2% | 41.5%-12.3pp | 54.2%-25.0pp | 69.6%-40.5pp |
| Annual return | 12.58% | 39.70%-27.1pp | 54.79%-42.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $129 | $637-79.8% | $986-87.0% | $2,471-94.8% |
| Participant deferral / active EE | $253 | $1,260-80.0% | $1,861-86.4% | $3,740-93.2% |
| Admin fee / account holder | $1,315 | $2,504-47.5% | $2,858-54.0% | $5,306-75.2% |