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 | $40,327 | $96,484-58.2% | $156,263-74.2% | $74,304-45.7% |
| Participation rate | 56.1% | 67.7%-11.6pp | 78.9%-22.8pp | 60.3%-4.3pp |
| Annual return | 12.85% | 17.73%-4.9pp | 59.47%-46.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $727 | $2,528-71.3% | $4,333-83.2% | $2,241-67.6% |
| Participant deferral / active EE | $1,743 | $4,286-59.3% | $6,158-71.7% | $3,767-53.7% |
| Admin fee / account holder | $2,081 | $3,728-44.2% | $14,255-85.4% | $2,969-29.9% |