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 | $60,802 | $72,277-15.9% | $101,248-39.9% | $79,858-23.9% |
| Participation rate | 29.0% | 68.5%-39.4pp | 75.8%-46.8pp | 69.6%-40.6pp |
| Annual return | 19.85% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $5,900 | $2,692+119.2% | $3,660+61.2% | $2,471+138.8% |
| Participant deferral / active EE | $256 | $3,282-92.2% | $4,370-94.1% | $3,740-93.1% |
| Admin fee / account holder | $15,105 | $4,400+243.3% | $5,945+154.1% | $5,306+184.7% |