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 | $26,081 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 61.6% | 74.2%-12.5pp | 81.9%-20.3pp | 69.5%-7.9pp |
| Annual return | 18.19% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $980 | $2,966-67.0% | $4,695-79.1% | $2,342-58.2% |
| Participant deferral / active EE | $1,657 | $5,051-67.2% | $6,247-73.5% | $3,332-50.3% |
| Admin fee / account holder | $1,556 | $5,420-71.3% | $9,243-83.2% | $4,645-66.5% |