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 | $57,476 | $78,422-26.7% | $95,952-40.1% | $79,858-28.0% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.8pp | 69.6%-8.3pp |
| Annual return | 13.59% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,073 | $1,945-44.8% | $2,541-57.8% | $2,471-56.6% |
| Participant deferral / active EE | $1,528 | $3,440-55.6% | $4,167-63.3% | $3,740-59.1% |
| Admin fee / account holder | $2,283 | $5,622-59.4% | $6,795-66.4% | $5,306-57.0% |