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 | $47,446 | $72,277-34.4% | $101,248-53.1% | $79,858-40.6% |
| Participation rate | 41.5% | 68.5%-26.9pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 17.21% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $852 | $2,692-68.4% | $3,660-76.7% | $2,471-65.5% |
| Participant deferral / active EE | $1,364 | $3,282-58.4% | $4,370-68.8% | $3,740-63.5% |
| Admin fee / account holder | $1,092 | $4,400-75.2% | $5,945-81.6% | $5,306-79.4% |