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 | $22,930 | $52,580-56.4% | $71,671-68.0% | $70,131-67.3% |
| Participation rate | 37.5% | 60.9%-23.4pp | 68.7%-31.2pp | 69.5%-32.0pp |
| Annual return | 15.98% | 20.25%-4.3pp | 20.65%-4.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $448 | $1,616-72.2% | $2,460-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $651 | $2,386-72.7% | $3,438-81.1% | $3,332-80.5% |
| Admin fee / account holder | $2,211 | $3,653-39.5% | $5,558-60.2% | $4,645-52.4% |