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 | $77,670 | $79,944-2.8% | $98,439-21.1% | $75,163+3.3% |
| Participation rate | 38.5% | 70.4%-31.9pp | 75.2%-36.7pp | 67.2%-28.7pp |
| Annual return | 21.14% | 19.75%+1.4pp | 21.16%0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $636 | $2,264-71.9% | $3,048-79.1% | $2,670-76.2% |
| Participant deferral / active EE | $1,496 | $3,752-60.1% | $4,738-68.4% | $4,125-63.7% |
| Admin fee / account holder | $1,403 | $6,840-79.5% | $8,948-84.3% | $5,651-75.2% |