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 | $35,260 | $74,927-52.9% | $101,794-65.4% | $84,808-58.4% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 18.63% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $880 | $1,522-42.2% | $2,289-61.6% | $2,631-66.6% |
| Participant deferral / active EE | $1,119 | $3,099-63.9% | $4,084-72.6% | $4,212-73.4% |
| Admin fee / account holder | $2,219 | $6,514-65.9% | $8,777-74.7% | $7,344-69.8% |