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 | $41,636 | $109,413-61.9% | $156,263-73.4% | $84,808-50.9% |
| Participation rate | 25.9% | 72.7%-46.8pp | 78.9%-53.0pp | 68.3%-42.4pp |
| Annual return | 16.20% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,117 | $2,907-61.6% | $4,333-74.2% | $2,631-57.6% |
| Participant deferral / active EE | $1,678 | $4,590-63.4% | $6,158-72.8% | $4,212-60.2% |
| Admin fee / account holder | $1,074 | $9,357-88.5% | $14,255-92.5% | $7,344-85.4% |