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 | $32,334 | $76,552-57.8% | $123,892-73.9% | $62,891-48.6% |
| Participation rate | 35.6% | 73.0%-37.4pp | 81.4%-45.8pp | 69.3%-33.7pp |
| Annual return | 9.38% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $693 | $2,883-76.0% | $4,617-85.0% | $2,281-69.6% |
| Participant deferral / active EE | $1,401 | $4,840-71.1% | $5,984-76.6% | $3,203-56.3% |
| Admin fee / account holder | $589 | $4,826-87.8% | $8,357-92.9% | $4,296-86.3% |