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 | $19,123 | $129,942-85.3% | $104,294-81.7% | $134,475-85.8% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | 5.37% | 42.03%-36.7pp | 24.61%-19.2pp | 417.96%-412.6pp |
| Employer contribution / active EE | $1,118 | $4,184-73.3% | $3,372-66.8% | $4,740-76.4% |
| Participant deferral / active EE | $1,276 | $5,588-77.2% | $4,625-72.4% | $6,400-80.1% |
| Admin fee / account holder | $408 | $9,323-95.6% | $7,339-94.4% | $11,426-96.4% |