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 | $82,864 | $86,929-4.7% | $102,423-19.1% | $80,856+2.5% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.6%-19.3pp |
| Annual return | 15.25% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $780 | $2,369-67.1% | $3,023-74.2% | $2,755-71.7% |
| Participant deferral / active EE | $1,730 | $4,118-58.0% | $5,053-65.8% | $4,296-59.7% |
| Admin fee / account holder | $948 | $8,049-88.2% | $9,451-90.0% | $6,918-86.3% |