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 | $55,210 | $214,378-74.2% | $200,582-72.5% | $142,382-61.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 19.03% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,459 | $6,841-78.7% | $6,419-77.3% | $4,299-66.1% |
| Participant deferral / active EE | $2,890 | $9,865-70.7% | $9,331-69.0% | $6,507-55.6% |
| Admin fee / account holder | $1,349 | $17,692-92.4% | $16,305-91.7% | $12,624-89.3% |