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 5-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 | $48,574 | $89,753-45.9% | $107,525-54.8% | $84,808-42.7% |
| Participation rate | 28.3% | 68.1%-39.8pp | 75.1%-46.8pp | 68.3%-40.0pp |
| Annual return | 16.81% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $961 | $3,113-69.1% | $3,754-74.4% | $2,631-63.5% |
| Participant deferral / active EE | $1,650 | $4,056-59.3% | $5,116-67.7% | $4,212-60.8% |
| Admin fee / account holder | $4,018 | $7,222-44.4% | $8,919-54.9% | $7,344-45.3% |