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 | $20,977 | $110,257-81.0% | $96,544-78.3% | $139,434-85.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.89% | 26.32%-7.4pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $874 | $3,620-75.9% | $2,965-70.5% | $4,751-81.6% |
| Participant deferral / active EE | $1,345 | $5,548-75.8% | $4,851-72.3% | $6,710-80.0% |
| Admin fee / account holder | $457 | $11,591-96.1% | $8,252-94.5% | $11,403-96.0% |