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 | $43,529 | $47,848-9.0% | $81,478-46.6% | $70,131-37.9% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 20.77% | 27.25%-6.5pp | 38.78%-18.0pp | 73.14%-52.4pp |
| Employer contribution / active EE | $228 | $1,527-85.1% | $2,568-91.1% | $2,342-90.3% |
| Participant deferral / active EE | $525 | $2,453-78.6% | $3,537-85.1% | $3,332-84.2% |
| Admin fee / account holder | $489 | $3,145-84.4% | $4,561-89.3% | $4,645-89.5% |