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 | $59,075 | $88,672-33.4% | $105,223-43.9% | $82,448-28.3% |
| Participation rate | 29.2% | 67.9%-38.7pp | 75.0%-45.8pp | 68.1%-38.8pp |
| Annual return | 18.40% | 30.86%-12.5pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $801 | $3,048-73.7% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $1,360 | $4,036-66.3% | $5,072-73.2% | $4,139-67.1% |
| Admin fee / account holder | $2,985 | $7,146-58.2% | $8,859-66.3% | $7,234-58.7% |