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 | $29,126 | $64,480-54.8% | $81,382-64.2% | $80,856-64.0% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.5%-44.5pp | 67.6%-42.6pp |
| Annual return | 13.27% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $464 | $1,978-76.6% | $2,463-81.2% | $2,755-83.2% |
| Participant deferral / active EE | $631 | $3,094-79.6% | $3,883-83.7% | $4,296-85.3% |
| Admin fee / account holder | $11,067 | $5,671+95.1% | $5,768+91.8% | $6,918+60.0% |