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 | $61,870 | $110,257-43.9% | $96,544-35.9% | $139,434-55.6% |
| Participation rate | 38.9% | 78.1%-39.2pp | 76.0%-37.1pp | 80.3%-41.4pp |
| Annual return | 18.38% | 26.32%-7.9pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,030 | $3,620-71.5% | $2,965-65.3% | $4,751-78.3% |
| Participant deferral / active EE | $1,387 | $5,548-75.0% | $4,851-71.4% | $6,710-79.3% |
| Admin fee / account holder | $1,642 | $11,591-85.8% | $8,252-80.1% | $11,403-85.6% |