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 | $52,866 | $98,750-46.5% | $149,696-64.7% | $79,858-33.8% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.2pp |
| Annual return | 16.71% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $927 | $3,216-71.2% | $4,644-80.0% | $2,471-62.5% |
| Participant deferral / active EE | $2,185 | $5,680-61.5% | $6,842-68.1% | $3,740-41.6% |
| Admin fee / account holder | $1,700 | $6,053-71.9% | $9,309-81.7% | $5,306-68.0% |