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 | $57,919 | $56,897+1.8% | $84,750-31.7% | $62,891-7.9% |
| Participation rate | 46.4% | 68.5%-22.1pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | 5.12% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,384 | $2,400-0.7% | $3,574-33.3% | $2,281+4.5% |
| Participant deferral / active EE | $860 | $2,709-68.3% | $3,712-76.8% | $3,203-73.1% |
| Admin fee / account holder | $867 | $3,581-75.8% | $5,332-83.7% | $4,296-79.8% |