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 | $39,669 | $100,923-60.7% | $150,045-73.6% | $74,304-46.6% |
| Participation rate | 37.0% | 70.1%-33.1pp | 82.3%-45.3pp | 60.3%-23.4pp |
| Annual return | 18.91% | 51.77%-32.9pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $935 | $3,463-73.0% | $4,693-80.1% | $2,241-58.3% |
| Participant deferral / active EE | $1,518 | $6,709-77.4% | $7,997-81.0% | $3,767-59.7% |
| Admin fee / account holder | $6,773 | $2,767+144.8% | $13,435-49.6% | $2,969+128.1% |