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 | $29,896 | $85,766-65.1% | $136,294-78.1% | $70,131-57.4% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 17.50% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $872 | $2,966-70.6% | $4,695-81.4% | $2,342-62.8% |
| Participant deferral / active EE | $1,757 | $5,051-65.2% | $6,247-71.9% | $3,332-47.3% |
| Admin fee / account holder | $2,276 | $5,420-58.0% | $9,243-75.4% | $4,645-51.0% |