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 6-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 | $31,855 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.90% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,294 | $5,243-75.3% | $4,856-73.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,380 | $8,100-70.6% | $7,758-69.3% | $6,710-64.5% |
| Admin fee / account holder | $1,313 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |