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 | $69,984 | $65,365+7.1% | $92,893-24.7% | $72,985-4.1% |
| Participation rate | 37.5% | 68.3%-30.8pp | 76.0%-38.5pp | 69.5%-32.0pp |
| Annual return | 27.19% | 42.10%-14.9pp | 109.41%-82.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $808 | $2,594-68.8% | $3,653-77.9% | $2,440-66.9% |
| Participant deferral / active EE | $1,285 | $3,128-58.9% | $4,236-69.7% | $3,607-64.4% |
| Admin fee / account holder | $1,129 | $4,251-73.4% | $5,794-80.5% | $5,124-78.0% |