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 | $43,711 | $109,881-60.2% | $150,045-70.9% | $84,808-48.5% |
| Participation rate | 28.6% | 76.1%-47.5pp | 82.3%-53.8pp | 68.3%-39.7pp |
| Annual return | 19.51% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $896 | $3,561-74.8% | $4,693-80.9% | $2,631-66.0% |
| Participant deferral / active EE | $1,381 | $6,636-79.2% | $7,997-82.7% | $4,212-67.2% |
| Admin fee / account holder | $1,974 | $8,568-77.0% | $13,435-85.3% | $7,344-73.1% |