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 | $38,038 | $63,346-40.0% | $92,233-58.8% | $70,131-45.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 18.00% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $703 | $2,471-71.5% | $3,679-80.9% | $2,342-70.0% |
| Participant deferral / active EE | $1,059 | $2,854-62.9% | $3,897-72.8% | $3,332-68.2% |
| Admin fee / account holder | $2,108 | $3,840-45.1% | $5,194-59.4% | $4,645-54.6% |