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 | $16,528 | $59,101-72.0% | $77,163-78.6% | $75,163-78.0% |
| Participation rate | 35.7% | 63.9%-28.1pp | 69.6%-33.9pp | 67.2%-31.5pp |
| Annual return | 21.93% | 26.71%-4.8pp | 37.87%-15.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $588 | $1,995-70.5% | $2,535-76.8% | $2,670-78.0% |
| Participant deferral / active EE | $682 | $2,999-77.2% | $3,833-82.2% | $4,125-83.5% |
| Admin fee / account holder | $913 | $4,774-80.9% | $5,472-83.3% | $5,651-83.8% |