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 | $20,795 | $76,552-72.8% | $123,892-83.2% | $62,891-66.9% |
| Participation rate | 59.1% | 73.0%-13.9pp | 81.4%-22.3pp | 69.3%-10.2pp |
| Annual return | 8.14% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,018 | $2,883-64.7% | $4,617-78.0% | $2,281-55.4% |
| Participant deferral / active EE | $1,505 | $4,840-68.9% | $5,984-74.8% | $3,203-53.0% |
| Admin fee / account holder | $758 | $4,826-84.3% | $8,357-90.9% | $4,296-82.3% |