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 | $95,453-54.9% | $112,040-61.6% | $82,448-47.8% |
| Participation rate | 51.7% | 72.8%-21.1pp | 76.5%-24.8pp | 68.1%-16.4pp |
| Annual return | 15.65% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,113 | $2,318-52.0% | $2,954-62.3% | $2,551-56.4% |
| Participant deferral / active EE | $1,649 | $4,224-61.0% | $5,098-67.7% | $4,139-60.2% |
| Admin fee / account holder | $555 | $9,013-93.8% | $12,098-95.4% | $7,234-92.3% |