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 | $56,702 | $73,787-23.2% | $98,716-42.6% | $82,448-31.2% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 16.31% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $863 | $1,511-42.9% | $2,279-62.1% | $2,551-66.2% |
| Participant deferral / active EE | $1,200 | $3,081-61.1% | $4,048-70.4% | $4,139-71.0% |
| Admin fee / account holder | $9,315 | $6,500+43.3% | $8,703+7.0% | $7,234+28.8% |