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 | $82,941 | $114,381-27.5% | $107,525-22.9% | $142,382-41.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 15.27% | 242.71%-227.4pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $935 | $4,015-76.7% | $3,754-75.1% | $4,299-78.3% |
| Participant deferral / active EE | $1,215 | $5,564-78.2% | $5,116-76.3% | $6,507-81.3% |
| Admin fee / account holder | $5,856 | $9,860-40.6% | $8,919-34.3% | $12,624-53.6% |