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 | $38,497 | $78,826-51.2% | $91,001-57.7% | - |
| Participation rate | 64.6% | 75.7%-11.1pp | 75.6%-11.0pp | - |
| Annual return | 17.82% | 13.42%+4.4pp | 4.60%+13.2pp | - |
| Employer contribution / active EE | $772 | $2,032-62.0% | $2,456-68.5% | - |
| Participant deferral / active EE | $1,751 | $3,427-48.9% | $3,547-50.6% | - |
| Admin fee / account holder | $432 | $1,277-66.2% | $5,417-92.0% | - |