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 | $29,918 | $54,541-45.1% | $78,778-62.0% | $70,131-57.3% |
| Participation rate | 55.2% | 60.8%-5.6pp | 69.2%-14.0pp | 69.5%-14.4pp |
| Annual return | 14.87% | 21.07%-6.2pp | 35.62%-20.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $744 | $1,089-31.6% | $1,986-62.5% | $2,342-68.2% |
| Participant deferral / active EE | $818 | $2,210-63.0% | $2,958-72.4% | $3,332-75.5% |
| Admin fee / account holder | $2,111 | $3,709-43.1% | $5,134-58.9% | $4,645-54.6% |