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 | $130,784 | $177,572-26.3% | $154,803-15.5% | $142,382-8.1% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.1%-36.4pp | 80.1%-38.5pp |
| Annual return | 15.12% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,129 | $4,810-76.5% | $4,305-73.8% | $4,299-73.8% |
| Participant deferral / active EE | $1,406 | $6,272-77.6% | $5,540-74.6% | $6,507-78.4% |
| Admin fee / account holder | $549 | $16,786-96.7% | $14,329-96.2% | $12,624-95.7% |