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 | $78,257 | $81,460-3.9% | $103,333-24.3% | $80,856-3.2% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 13.84% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,188 | $3,105-29.6% | $3,868-43.4% | $2,755-20.6% |
| Participant deferral / active EE | $1,111 | $3,869-71.3% | $5,057-78.0% | $4,296-74.1% |
| Admin fee / account holder | $651 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |