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 | $71,477 | $91,552-21.9% | $133,956-46.6% | $79,858-10.5% |
| Participation rate | 51.2% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.5pp |
| Annual return | 10.82% | 61.85%-51.0pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $603 | $2,384-74.7% | $3,919-84.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,207 | $3,733-67.7% | $5,048-76.1% | $3,740-67.7% |
| Admin fee / account holder | $5,220 | $6,321-17.4% | $8,927-41.5% | $5,306-1.6% |