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 | $36,908 | $165,335-77.7% | $149,696-75.3% | $158,922-76.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 12.86% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,055 | $5,103-79.3% | $4,644-77.3% | $4,761-77.8% |
| Participant deferral / active EE | $1,055 | $7,181-85.3% | $6,842-84.6% | $5,982-82.4% |
| Admin fee / account holder | $8,443 | $10,807-21.9% | $9,309-9.3% | $11,246-24.9% |