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 | $113,092 | $74,927+50.9% | $101,794+11.1% | $84,808+33.4% |
| Participation rate | 32.8% | 61.4%-28.6pp | 69.2%-36.4pp | 68.3%-35.5pp |
| Annual return | 16.16% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $793 | $1,522-47.9% | $2,289-65.3% | $2,631-69.8% |
| Participant deferral / active EE | $986 | $3,099-68.2% | $4,084-75.9% | $4,212-76.6% |
| Admin fee / account holder | $2,427 | $6,514-62.7% | $8,777-72.3% | $7,344-66.9% |