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 | $57,703 | $76,367-24.4% | $93,606-38.4% | $72,985-20.9% |
| Participation rate | 30.8% | 71.7%-41.0pp | 75.8%-45.1pp | 69.5%-38.7pp |
| Annual return | 24.77% | 25.82%-1.0pp | 32.76%-8.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $913 | $2,275-59.9% | $2,718-66.4% | $2,440-62.6% |
| Participant deferral / active EE | $1,321 | $3,538-62.7% | $4,069-67.5% | $3,607-63.4% |
| Admin fee / account holder | $2,937 | $6,838-57.1% | $7,888-62.8% | $5,124-42.7% |