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 | $32,151 | $56,767-43.4% | $101,794-68.4% | $85,563-62.4% |
| Participation rate | 15.2% | 57.6%-42.4pp | 69.2%-54.0pp | 66.0%-50.8pp |
| Annual return | 17.29% | 17.76%-0.5pp | 30.53%-13.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $309 | $1,112-72.2% | $2,289-86.5% | $2,654-88.4% |
| Participant deferral / active EE | $522 | $2,720-80.8% | $4,084-87.2% | $4,375-88.1% |
| Admin fee / account holder | $776 | $1,098-29.4% | $8,777-91.2% | $834-7.0% |