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 | $57,872 | $62,132-6.9% | $185,823-68.9% | $73,488-21.2% |
| Participation rate | 19.8% | 67.8%-48.0pp | 78.0%-58.2pp | 70.7%-50.9pp |
| Annual return | 17.69% | 20.44%-2.7pp | 35.95%-18.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $439 | $1,681-73.9% | $4,087-89.3% | $2,270-80.7% |
| Participant deferral / active EE | $818 | $3,711-78.0% | $5,632-85.5% | $3,740-78.1% |
| Admin fee / account holder | $692 | $419+65.2% | $9,500-92.7% | $513+34.8% |