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 | $32,368 | $106,584-69.6% | $101,326-68.1% | $142,382-77.3% |
| Participation rate | 14.3% | 82.7%-68.4pp | 81.5%-67.2pp | 80.1%-65.8pp |
| Annual return | 15.42% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $176 | $3,956-95.6% | $3,665-95.2% | $4,299-95.9% |
| Participant deferral / active EE | $543 | $8,297-93.5% | $7,994-93.2% | $6,507-91.7% |
| Admin fee / account holder | $352 | $11,446-96.9% | $11,185-96.9% | $12,624-97.2% |