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 | $45,160 | $63,355-28.7% | $91,989-50.9% | $72,985-38.1% |
| Participation rate | 69.0% | 72.5%-3.6pp | 78.6%-9.7pp | 69.5%-0.5pp |
| Annual return | 23.11% | 35.35%-12.2pp | 69.02%-45.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $571 | $2,116-73.0% | $3,452-83.5% | $2,440-76.6% |
| Participant deferral / active EE | $1,132 | $4,883-76.8% | $5,923-80.9% | $3,607-68.6% |
| Admin fee / account holder | $1,335 | $4,668-71.4% | $7,743-82.8% | $5,124-73.9% |