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 | $59,429 | $109,881-45.9% | $150,045-60.4% | $84,808-29.9% |
| Participation rate | 46.2% | 76.1%-29.9pp | 82.3%-36.2pp | 68.3%-22.2pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,273 | $3,561-64.3% | $4,693-72.9% | $2,631-51.6% |
| Participant deferral / active EE | $1,658 | $6,636-75.0% | $7,997-79.3% | $4,212-60.6% |
| Admin fee / account holder | $12,093 | $8,568+41.1% | $13,435-10.0% | $7,344+64.7% |