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 | $83,866 | $95,803-12.5% | $113,168-25.9% | $84,808-1.1% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 18.25% | 25.00%-6.8pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,271 | $2,360-46.2% | $2,975-57.3% | $2,631-51.7% |
| Participant deferral / active EE | $1,414 | $4,242-66.7% | $5,107-72.3% | $4,212-66.4% |
| Admin fee / account holder | $640 | $8,989-92.9% | $12,068-94.7% | $7,344-91.3% |