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 | $41,357 | $98,750-58.1% | $149,696-72.4% | $79,858-48.2% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.5%-36.0pp | 69.6%-23.1pp |
| Annual return | 21.27% | 27.43%-6.2pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,062 | $3,216-67.0% | $4,644-77.1% | $2,471-57.0% |
| Participant deferral / active EE | $2,353 | $5,680-58.6% | $6,842-65.6% | $3,740-37.1% |
| Admin fee / account holder | $702 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |