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 | $46,502 | $83,477-44.3% | $125,175-62.9% | $72,985-36.3% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.5%-21.5pp |
| Annual return | 21.62% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $622 | $2,345-73.5% | $3,865-83.9% | $2,440-74.5% |
| Participant deferral / active EE | $1,417 | $3,585-60.5% | $4,937-71.3% | $3,607-60.7% |
| Admin fee / account holder | $1,346 | $5,517-75.6% | $9,702-86.1% | $5,124-73.7% |