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 | $54,537 | $95,266-42.8% | $82,389-33.8% | $142,382-61.7% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 19.92% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $818 | $2,991-72.7% | $2,517-67.5% | $4,299-81.0% |
| Participant deferral / active EE | $980 | $4,809-79.6% | $4,155-76.4% | $6,507-84.9% |
| Admin fee / account holder | $636 | $8,563-92.6% | $7,231-91.2% | $12,624-95.0% |