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 | $52,333 | $127,386-58.9% | $115,037-54.5% | $125,391-58.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.88% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.3pp |
| Employer contribution / active EE | $956 | $5,166-81.5% | $4,608-79.3% | $4,866-80.4% |
| Participant deferral / active EE | $1,917 | $6,423-70.2% | $6,026-68.2% | $5,352-64.2% |
| Admin fee / account holder | $355 | $9,516-96.3% | $8,175-95.7% | $9,540-96.3% |