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 | $43,007 | $95,803-55.1% | $113,168-62.0% | $84,808-49.3% |
| Participation rate | 51.7% | 72.9%-21.2pp | 76.6%-24.9pp | 68.3%-16.6pp |
| Annual return | 15.65% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,113 | $2,360-52.8% | $2,975-62.6% | $2,631-57.7% |
| Participant deferral / active EE | $1,649 | $4,242-61.1% | $5,107-67.7% | $4,212-60.8% |
| Admin fee / account holder | $555 | $8,989-93.8% | $12,068-95.4% | $7,344-92.4% |