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 | $28,704 | $60,349-52.4% | $74,183-61.3% | $62,891-54.4% |
| Participation rate | 40.7% | 72.7%-32.0pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 6.65% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $835 | $1,680-50.3% | $2,370-64.8% | $2,281-63.4% |
| Participant deferral / active EE | $1,025 | $2,856-64.1% | $3,550-71.1% | $3,203-68.0% |
| Admin fee / account holder | $478 | $4,261-88.8% | $5,586-91.4% | $4,296-88.9% |