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 | $60,344 | $72,492-16.8% | $87,100-30.7% | $72,985-17.3% |
| Participation rate | 25.5% | 72.8%-47.3pp | 76.9%-51.4pp | 69.5%-44.0pp |
| Annual return | 26.87% | 24.46%+2.4pp | 28.19%-1.3pp | 81.00%-54.1pp |
| Employer contribution / active EE | $488 | $1,894-74.2% | $2,521-80.6% | $2,440-80.0% |
| Participant deferral / active EE | $930 | $3,270-71.5% | $4,049-77.0% | $3,607-74.2% |
| Admin fee / account holder | $1,648 | $5,055-67.4% | $7,497-78.0% | $5,124-67.8% |