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 | $79,420 | $77,503+2.5% | $100,391-20.9% | $80,856-1.8% |
| Participation rate | 56.9% | 76.9%-20.0pp | 81.5%-24.6pp | 67.6%-10.7pp |
| Annual return | 12.44% | 37.20%-24.8pp | 49.20%-36.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,057 | $2,801-26.6% | $3,942-47.8% | $2,755-25.3% |
| Participant deferral / active EE | $2,631 | $6,820-61.4% | $8,082-67.4% | $4,296-38.8% |
| Admin fee / account holder | $2,519 | $5,897-57.3% | $7,899-68.1% | $6,918-63.6% |