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 | $38,258 | $60,349-36.6% | $74,183-48.4% | $62,891-39.2% |
| Participation rate | 59.6% | 72.7%-13.2pp | 76.6%-17.0pp | 69.3%-9.7pp |
| Annual return | 5.67% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $936 | $1,680-44.3% | $2,370-60.5% | $2,281-59.0% |
| Participant deferral / active EE | $1,154 | $2,856-59.6% | $3,550-67.5% | $3,203-64.0% |
| Admin fee / account holder | $4,274 | $4,261+0.3% | $5,586-23.5% | $4,296-0.5% |