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 | $30,422 | $59,839-49.2% | $81,983-62.9% | $79,858-61.9% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.2%-40.7pp | 69.6%-41.1pp |
| Annual return | 15.76% | 17.56%-1.8pp | 41.31%-25.5pp | 31.71%-16.0pp |
| Employer contribution / active EE | $549 | $1,713-68.0% | $2,498-78.0% | $2,471-77.8% |
| Participant deferral / active EE | $911 | $2,695-66.2% | $3,722-75.5% | $3,740-75.6% |
| Admin fee / account holder | $463 | $4,287-89.2% | $5,664-91.8% | $5,306-91.3% |