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 | $49,824 | $72,012-30.8% | $185,823-73.2% | $79,858-37.6% |
| Participation rate | 46.7% | 65.8%-19.1pp | 78.0%-31.4pp | 69.6%-23.0pp |
| Annual return | 12.22% | 23.12%-10.9pp | 35.95%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,750 | $1,965+40.0% | $4,087-32.7% | $2,471+11.3% |
| Participant deferral / active EE | $980 | $3,779-74.1% | $5,632-82.6% | $3,740-73.8% |
| Admin fee / account holder | $574 | $4,513-87.3% | $9,500-94.0% | $5,306-89.2% |