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 | $50,991 | $101,763-49.9% | $164,866-69.1% | $80,874-37.0% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.6%-5.4pp |
| Annual return | 12.69% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,360 | $2,954-54.0% | $4,343-68.7% | $2,756-50.6% |
| Participant deferral / active EE | $1,583 | $4,477-64.6% | $6,033-73.8% | $4,297-63.1% |
| Admin fee / account holder | $411 | $8,228-95.0% | $12,689-96.8% | $6,935-94.1% |