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 | $30,587 | $54,541-43.9% | $78,778-61.2% | $70,131-56.4% |
| Participation rate | 46.9% | 60.8%-13.9pp | 69.2%-22.3pp | 69.5%-22.6pp |
| Annual return | 21.78% | 21.07%+0.7pp | 35.62%-13.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $435 | $1,089-60.1% | $1,986-78.1% | $2,342-81.4% |
| Participant deferral / active EE | $880 | $2,210-60.2% | $2,958-70.3% | $3,332-73.6% |
| Admin fee / account holder | $718 | $3,709-80.6% | $5,134-86.0% | $4,645-84.6% |