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 | $83,452 | $81,208+2.8% | $98,907-15.6% | $79,858+4.5% |
| Participation rate | 41.4% | 72.5%-31.1pp | 76.0%-34.6pp | 69.6%-28.2pp |
| Annual return | 15.85% | 60.99%-45.1pp | 196.43%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $797 | $1,960-59.3% | $2,689-70.4% | $2,471-67.8% |
| Participant deferral / active EE | $1,037 | $3,265-68.2% | $4,244-75.6% | $3,740-72.3% |
| Admin fee / account holder | $1,223 | $6,013-79.7% | $6,642-81.6% | $5,306-77.0% |