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 | $26,319 | $76,670-65.7% | $96,683-72.8% | $71,457-63.2% |
| Participation rate | 47.7% | 66.6%-18.9pp | 74.3%-26.6pp | 67.9%-20.2pp |
| Annual return | 14.79% | 48.29%-33.5pp | 35.69%-20.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $961 | $3,031-68.3% | $3,737-74.3% | $2,588-62.9% |
| Participant deferral / active EE | $1,130 | $3,771-70.0% | $4,878-76.8% | $4,289-73.6% |
| Admin fee / account holder | $501 | $2,028-75.3% | $6,730-92.6% | $1,587-68.5% |