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 | $65,777 | $87,870-25.1% | $113,168-41.9% | $74,304-11.5% |
| Participation rate | 24.1% | 70.7%-46.7pp | 76.6%-52.5pp | 60.3%-36.3pp |
| Annual return | 24.50% | 26.44%-1.9pp | 24.27%+0.2pp | 29.43%-4.9pp |
| Employer contribution / active EE | $714 | $2,277-68.7% | $2,975-76.0% | $2,241-68.2% |
| Participant deferral / active EE | $1,394 | $4,241-67.1% | $5,107-72.7% | $3,767-63.0% |
| Admin fee / account holder | $7,690 | $3,368+128.3% | $12,068-36.3% | $2,969+159.0% |