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 | $53,527 | $95,266-43.8% | $82,389-35.0% | $142,382-62.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 12.43% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $874 | $2,991-70.8% | $2,517-65.3% | $4,299-79.7% |
| Participant deferral / active EE | $913 | $4,809-81.0% | $4,155-78.0% | $6,507-86.0% |
| Admin fee / account holder | $5,140 | $8,563-40.0% | $7,231-28.9% | $12,624-59.3% |