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 | $32,188 | $59,839-46.2% | $81,983-60.7% | $79,858-59.7% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 11.22% | 17.56%-6.3pp | 41.31%-30.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $551 | $1,713-67.9% | $2,498-78.0% | $2,471-77.7% |
| Participant deferral / active EE | $718 | $2,695-73.4% | $3,722-80.7% | $3,740-80.8% |
| Admin fee / account holder | $6,648 | $4,287+55.1% | $5,664+17.4% | $5,306+25.3% |