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 | $40,649 | $80,717-49.6% | $154,803-73.7% | $84,808-52.1% |
| Participation rate | 24.5% | 66.8%-42.3pp | 78.1%-53.6pp | 68.3%-43.8pp |
| Annual return | 15.33% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $730 | $2,761-73.5% | $4,305-83.0% | $2,631-72.2% |
| Participant deferral / active EE | $790 | $3,303-76.1% | $5,540-85.7% | $4,212-81.2% |
| Admin fee / account holder | $573 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |