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 | $34,993 | $106,749-67.2% | $145,433-75.9% | $82,448-57.6% |
| Participation rate | 51.2% | 75.6%-24.5pp | 82.1%-30.9pp | 68.1%-16.9pp |
| Annual return | 14.96% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $779 | $3,444-77.4% | $4,554-82.9% | $2,551-69.5% |
| Participant deferral / active EE | $1,461 | $6,519-77.6% | $7,897-81.5% | $4,139-64.7% |
| Admin fee / account holder | $1,743 | $8,390-79.2% | $13,129-86.7% | $7,234-75.9% |