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 | $47,300 | $81,208-41.8% | $98,907-52.2% | $79,858-40.8% |
| Participation rate | 61.1% | 72.5%-11.4pp | 76.0%-14.9pp | 69.6%-8.5pp |
| Annual return | 14.63% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $513 | $1,960-73.8% | $2,689-80.9% | $2,471-79.2% |
| Participant deferral / active EE | $1,066 | $3,265-67.4% | $4,244-74.9% | $3,740-71.5% |
| Admin fee / account holder | $1,592 | $6,013-73.5% | $6,642-76.0% | $5,306-70.0% |