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 | $21,102 | $74,927-71.8% | $101,794-79.3% | $84,808-75.1% |
| Participation rate | 29.1% | 61.4%-32.3pp | 69.2%-40.1pp | 68.3%-39.2pp |
| Annual return | 17.27% | 18.70%-1.4pp | 30.53%-13.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $621 | $1,522-59.2% | $2,289-72.9% | $2,631-76.4% |
| Participant deferral / active EE | $1,118 | $3,099-63.9% | $4,084-72.6% | $4,212-73.5% |
| Admin fee / account holder | $1,451 | $6,514-77.7% | $8,777-83.5% | $7,344-80.2% |