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 | $37,197 | $91,552-59.4% | $133,956-72.2% | $79,858-53.4% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,018 | $2,384-57.3% | $3,919-74.0% | $2,471-58.8% |
| Participant deferral / active EE | $1,609 | $3,733-56.9% | $5,048-68.1% | $3,740-57.0% |
| Admin fee / account holder | $4,272 | $6,321-32.4% | $8,927-52.1% | $5,306-19.5% |