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 | $27,747 | $64,480-57.0% | $81,382-65.9% | $80,856-65.7% |
| Participation rate | 27.3% | 63.9%-36.6pp | 69.5%-42.2pp | 67.6%-40.4pp |
| Annual return | 15.87% | 16.34%-0.5pp | 24.73%-8.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $558 | $1,978-71.8% | $2,463-77.3% | $2,755-79.7% |
| Participant deferral / active EE | $643 | $3,094-79.2% | $3,883-83.4% | $4,296-85.0% |
| Admin fee / account holder | $896 | $5,671-84.2% | $5,768-84.5% | $6,918-87.1% |