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 | $67,414 | $214,378-68.6% | $200,582-66.4% | $142,382-52.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.04% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,550 | $6,841-77.3% | $6,419-75.9% | $4,299-63.9% |
| Participant deferral / active EE | $1,553 | $9,865-84.3% | $9,331-83.4% | $6,507-76.1% |
| Admin fee / account holder | $1,001 | $17,692-94.3% | $16,305-93.9% | $12,624-92.1% |