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 3-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 | $36,618 | $109,881-66.7% | $150,045-75.6% | $84,808-56.8% |
| Participation rate | 69.0% | 76.1%-7.0pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 18.43% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,090 | $3,561-69.4% | $4,693-76.8% | $2,631-58.6% |
| Participant deferral / active EE | $2,092 | $6,636-68.5% | $7,997-73.8% | $4,212-50.3% |
| Admin fee / account holder | $540 | $8,568-93.7% | $13,435-96.0% | $7,344-92.6% |