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 | $76,145 | $105,859-28.1% | $90,160-15.5% | $147,584-48.4% |
| Participation rate | 54.2% | 79.7%-25.6pp | 76.9%-22.7pp | 82.8%-28.7pp |
| Annual return | 16.15% | 37.63%-21.5pp | 34.88%-18.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $937 | $4,126-77.3% | $3,318-71.8% | $4,876-80.8% |
| Participant deferral / active EE | $1,188 | $5,733-79.3% | $5,288-77.5% | $5,439-78.2% |
| Admin fee / account holder | $2,697 | $8,046-66.5% | $5,943-54.6% | $10,885-75.2% |