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 | $47,360 | $77,899-39.2% | $149,673-68.4% | $75,163-37.0% |
| Participation rate | 31.1% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.1pp |
| Annual return | 16.56% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $713 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $798 | $3,411-76.6% | $5,680-86.0% | $4,125-80.7% |
| Admin fee / account holder | $1,682 | $5,956-71.8% | $13,210-87.3% | $5,651-70.2% |