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 | $71,063 | $123,793-42.6% | $177,821-60.0% | $79,858-11.0% |
| Participation rate | 65.9% | 84.7%-18.8pp | 87.7%-21.9pp | 69.6%-3.8pp |
| Annual return | 12.92% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,513 | $4,095-63.1% | $5,918-74.4% | $2,471-38.8% |
| Participant deferral / active EE | $2,652 | $5,956-55.5% | $7,714-65.6% | $3,740-29.1% |
| Admin fee / account holder | $1,241 | $7,243-82.9% | $12,427-90.0% | $5,306-76.6% |