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 | $64,496 | $83,477-22.7% | $125,175-48.5% | $72,985-11.6% |
| Participation rate | 57.4% | 73.3%-15.9pp | 79.8%-22.4pp | 69.5%-12.1pp |
| Annual return | 20.27% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $556 | $2,345-76.3% | $3,865-85.6% | $2,440-77.2% |
| Participant deferral / active EE | $1,113 | $3,585-68.9% | $4,937-77.4% | $3,607-69.1% |
| Admin fee / account holder | $1,218 | $5,517-77.9% | $9,702-87.4% | $5,124-76.2% |