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 | $73,371 | $95,803-23.4% | $113,168-35.2% | $84,808-13.5% |
| Participation rate | 35.9% | 72.9%-37.0pp | 76.6%-40.7pp | 68.3%-32.4pp |
| Annual return | 17.21% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $887 | $2,360-62.4% | $2,975-70.2% | $2,631-66.3% |
| Participant deferral / active EE | $1,487 | $4,242-64.9% | $5,107-70.9% | $4,212-64.7% |
| Admin fee / account holder | $3,944 | $8,989-56.1% | $12,068-67.3% | $7,344-46.3% |