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 | $38,928 | $89,355-56.4% | $141,162-72.4% | $72,985-46.7% |
| Participation rate | 31.0% | 75.1%-44.1pp | 82.5%-51.4pp | 69.5%-38.5pp |
| Annual return | 24.98% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,091 | $3,114-65.0% | $4,735-76.9% | $2,440-55.3% |
| Participant deferral / active EE | $2,270 | $5,418-58.1% | $6,709-66.2% | $3,607-37.1% |
| Admin fee / account holder | $1,307 | $5,958-78.1% | $10,261-87.3% | $5,124-74.5% |