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 | $57,019 | $157,256-63.7% | $141,162-59.6% | $152,861-62.7% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.4%-43.3pp |
| Annual return | 20.50% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,200 | $5,261-77.2% | $4,735-74.7% | $4,762-74.8% |
| Participant deferral / active EE | $2,004 | $7,109-71.8% | $6,709-70.1% | $5,850-65.7% |
| Admin fee / account holder | $425 | $12,120-96.5% | $10,261-95.9% | $11,596-96.3% |