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 | $56,660 | $74,927-24.4% | $101,794-44.3% | $84,808-33.2% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.2%-11.4pp | 68.3%-10.5pp |
| Annual return | 15.69% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $796 | $1,522-47.7% | $2,289-65.2% | $2,631-69.7% |
| Participant deferral / active EE | $1,244 | $3,099-59.9% | $4,084-69.5% | $4,212-70.5% |
| Admin fee / account holder | $2,075 | $6,514-68.1% | $8,777-76.4% | $7,344-71.7% |