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 | $43,624 | $118,450-63.2% | $98,439-55.7% | $139,434-68.7% |
| Participation rate | 39.1% | 77.4%-38.3pp | 75.2%-36.0pp | 80.3%-41.2pp |
| Annual return | 19.40% | 18.94%+0.5pp | 21.16%-1.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $810 | $3,609-77.6% | $3,048-73.4% | $4,751-83.0% |
| Participant deferral / active EE | $1,374 | $5,392-74.5% | $4,738-71.0% | $6,710-79.5% |
| Admin fee / account holder | $904 | $14,026-93.6% | $8,948-89.9% | $11,403-92.1% |