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 | $40,599 | $94,625-57.1% | $116,228-65.1% | $84,808-52.1% |
| Participation rate | 30.9% | 70.4%-39.5pp | 74.6%-43.6pp | 68.3%-37.4pp |
| Annual return | 16.15% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $716 | $2,347-69.5% | $2,994-76.1% | $2,631-72.8% |
| Participant deferral / active EE | $1,180 | $3,972-70.3% | $4,953-76.2% | $4,212-72.0% |
| Admin fee / account holder | $1,806 | $10,091-82.1% | $11,989-84.9% | $7,344-75.4% |