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 | $45,997 | $74,927-38.6% | $101,794-54.8% | $84,808-45.8% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.6pp | 68.3%-28.8pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $480 | $1,522-68.5% | $2,289-79.0% | $2,631-81.8% |
| Participant deferral / active EE | $959 | $3,099-69.1% | $4,084-76.5% | $4,212-77.2% |
| Admin fee / account holder | $2,656 | $6,514-59.2% | $8,777-69.7% | $7,344-63.8% |