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 | $27,873 | $58,512-52.4% | $84,015-66.8% | $72,985-61.8% |
| Participation rate | 39.4% | 61.2%-21.8pp | 69.0%-29.6pp | 69.5%-30.1pp |
| Annual return | 19.90% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $682 | $1,163-41.4% | $1,983-65.6% | $2,440-72.1% |
| Participant deferral / active EE | $998 | $2,394-58.3% | $3,239-69.2% | $3,607-72.3% |
| Admin fee / account holder | $1,132 | $4,569-75.2% | $6,101-81.4% | $5,124-77.9% |