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 | $58,020 | $93,571-38.0% | $135,903-57.3% | $75,163-22.8% |
| Participation rate | 29.3% | 75.2%-45.9pp | 81.9%-52.6pp | 67.2%-37.9pp |
| Annual return | 15.49% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $859 | $3,537-75.7% | $4,856-82.3% | $2,670-67.8% |
| Participant deferral / active EE | $2,346 | $6,404-63.4% | $7,758-69.8% | $4,125-43.1% |
| Admin fee / account holder | $10,108 | $6,975+44.9% | $10,762-6.1% | $5,651+78.9% |