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 | $33,605 | $54,726-38.6% | $68,793-51.2% | $64,186-47.6% |
| Participation rate | 59.4% | 68.0%-8.7pp | 72.2%-12.9pp | 69.6%-10.2pp |
| Annual return | 2.03% | -1.62%+3.6pp | -4.63%+6.7pp | 7.63%-5.6pp |
| Employer contribution / active EE | $816 | $1,846-55.8% | $2,625-68.9% | $2,381-65.7% |
| Participant deferral / active EE | $997 | $2,626-62.0% | $3,311-69.9% | $3,470-71.3% |
| Admin fee / account holder | $389 | $4,027-90.3% | $5,131-92.4% | $4,888-92.0% |