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 | $54,596 | $86,929-37.2% | $102,423-46.7% | $80,856-32.5% |
| Participation rate | 67.3% | 72.4%-5.0pp | 76.5%-9.1pp | 67.6%-0.3pp |
| Annual return | 11.98% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,259 | $2,369-46.9% | $3,023-58.3% | $2,755-54.3% |
| Participant deferral / active EE | $1,737 | $4,118-57.8% | $5,053-65.6% | $4,296-59.6% |
| Admin fee / account holder | $1,829 | $8,049-77.3% | $9,451-80.6% | $6,918-73.6% |