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 | $95,257 | $117,983-19.3% | $101,794-6.4% | $142,382-33.1% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.2%-28.0pp | 80.1%-38.9pp |
| Annual return | 10.01% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $745 | $2,773-73.1% | $2,289-67.5% | $4,299-82.7% |
| Participant deferral / active EE | $778 | $4,714-83.5% | $4,084-80.9% | $6,507-88.0% |
| Admin fee / account holder | $2,513 | $10,433-75.9% | $8,777-71.4% | $12,624-80.1% |