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 | $52,778 | $71,516-26.2% | $98,439-46.4% | $71,457-26.1% |
| Participation rate | 29.0% | 72.7%-43.7pp | 75.2%-46.1pp | 67.9%-38.9pp |
| Annual return | 17.53% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $783 | $2,399-67.3% | $3,048-74.3% | $2,588-69.7% |
| Participant deferral / active EE | $1,550 | $4,109-62.3% | $4,738-67.3% | $4,289-63.8% |
| Admin fee / account holder | $4,310 | $1,675+157.3% | $8,948-51.8% | $1,587+171.5% |