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 | $60,779 | $95,803-36.6% | $113,168-46.3% | $84,808-28.3% |
| Participation rate | 45.3% | 72.9%-27.5pp | 76.6%-31.2pp | 68.3%-23.0pp |
| Annual return | 27.49% | 25.00%+2.5pp | 24.27%+3.2pp | 40.90%-13.4pp |
| Employer contribution / active EE | $928 | $2,360-60.7% | $2,975-68.8% | $2,631-64.7% |
| Participant deferral / active EE | $1,695 | $4,242-60.0% | $5,107-66.8% | $4,212-59.8% |
| Admin fee / account holder | $3,324 | $8,989-63.0% | $12,068-72.5% | $7,344-54.7% |