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 | $43,964 | $115,882-62.1% | $100,516-56.3% | $158,922-72.3% |
| Participation rate | 63.6% | 81.6%-17.9pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 22.53% | 34.79%-12.3pp | 30.89%-8.4pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,564 | $4,103-61.9% | $3,418-54.2% | $4,761-67.2% |
| Participant deferral / active EE | $1,544 | $6,674-76.9% | $6,270-75.4% | $5,982-74.2% |
| Admin fee / account holder | $1,763 | $10,995-84.0% | $8,081-78.2% | $11,246-84.3% |