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 | $47,697 | $73,787-35.4% | $98,716-51.7% | $82,448-42.1% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.3%-17.1pp | 68.1%-15.9pp |
| Annual return | 15.66% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $617 | $1,511-59.1% | $2,279-72.9% | $2,551-75.8% |
| Participant deferral / active EE | $1,179 | $3,081-61.7% | $4,048-70.9% | $4,139-71.5% |
| Admin fee / account holder | $3,845 | $6,500-40.8% | $8,703-55.8% | $7,234-46.8% |