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 | $22,964 | $89,355-74.3% | $141,162-83.7% | $72,985-68.5% |
| Participation rate | 29.2% | 75.1%-46.0pp | 82.5%-53.3pp | 69.5%-40.3pp |
| Annual return | 20.73% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $652 | $3,114-79.1% | $4,735-86.2% | $2,440-73.3% |
| Participant deferral / active EE | $2,091 | $5,418-61.4% | $6,709-68.8% | $3,607-42.0% |
| Admin fee / account holder | $4,561 | $5,958-23.4% | $10,261-55.6% | $5,124-11.0% |