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 | $54,348 | $89,355-39.2% | $141,162-61.5% | $72,985-25.5% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 19.92% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,199 | $3,114-61.5% | $4,735-74.7% | $2,440-50.9% |
| Participant deferral / active EE | $2,050 | $5,418-62.2% | $6,709-69.5% | $3,607-43.2% |
| Admin fee / account holder | $1,197 | $5,958-79.9% | $10,261-88.3% | $5,124-76.6% |