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 | $65,879 | $65,041+1.3% | $90,951-27.6% | $79,858-17.5% |
| Participation rate | 28.0% | 61.6%-33.6pp | 69.0%-41.0pp | 69.6%-41.6pp |
| Annual return | 15.51% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $351 | $1,247-71.9% | $2,122-83.5% | $2,471-85.8% |
| Participant deferral / active EE | $1,118 | $2,512-55.5% | $3,373-66.9% | $3,740-70.1% |
| Admin fee / account holder | $10,273 | $4,536+126.5% | $5,959+72.4% | $5,306+93.6% |