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 | $20,310 | $177,572-88.6% | $154,803-86.9% | $142,382-85.7% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,147 | $4,810-76.2% | $4,305-73.4% | $4,299-73.3% |
| Participant deferral / active EE | $1,501 | $6,272-76.1% | $5,540-72.9% | $6,507-76.9% |
| Admin fee / account holder | $980 | $16,786-94.2% | $14,329-93.2% | $12,624-92.2% |