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 | $54,035 | $64,480-16.2% | $81,382-33.6% | $80,856-33.2% |
| Participation rate | 39.2% | 63.9%-24.6pp | 69.5%-30.2pp | 67.6%-28.4pp |
| Annual return | 18.81% | 16.34%+2.5pp | 24.73%-5.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,457 | $1,978-26.4% | $2,463-40.8% | $2,755-47.1% |
| Participant deferral / active EE | $751 | $3,094-75.7% | $3,883-80.7% | $4,296-82.5% |
| Admin fee / account holder | $669 | $5,671-88.2% | $5,768-88.4% | $6,918-90.3% |