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 | $59,969 | $157,256-61.9% | $141,162-57.5% | $152,861-60.8% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.4%-51.7pp |
| Annual return | 20.87% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,242 | $5,261-76.4% | $4,735-73.8% | $4,762-73.9% |
| Participant deferral / active EE | $1,925 | $7,109-72.9% | $6,709-71.3% | $5,850-67.1% |
| Admin fee / account holder | $577 | $12,120-95.2% | $10,261-94.4% | $11,596-95.0% |