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 | $49,744 | $108,825-54.3% | $156,181-68.1% | $82,448-39.7% |
| Participation rate | 32.9% | 72.4%-39.5pp | 78.8%-46.0pp | 68.1%-35.2pp |
| Annual return | 18.47% | 20.59%-2.1pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $874 | $2,870-69.5% | $4,294-79.6% | $2,551-65.7% |
| Participant deferral / active EE | $1,597 | $4,577-65.1% | $6,132-74.0% | $4,139-61.4% |
| Admin fee / account holder | $3,508 | $9,341-62.4% | $14,586-76.0% | $7,234-51.5% |