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 | $55,677 | $93,571-40.5% | $135,903-59.0% | $75,163-25.9% |
| Participation rate | 21.5% | 75.2%-53.6pp | 81.9%-60.4pp | 67.2%-45.7pp |
| Annual return | 15.39% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $870 | $3,537-75.4% | $4,856-82.1% | $2,670-67.4% |
| Participant deferral / active EE | $2,057 | $6,404-67.9% | $7,758-73.5% | $4,125-50.1% |
| Admin fee / account holder | $5,421 | $6,975-22.3% | $10,762-49.6% | $5,651-4.1% |