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 | $55,842 | $109,359-48.9% | $162,163-65.6% | $72,985-23.5% |
| Participation rate | 67.7% | 84.3%-16.5pp | 87.6%-19.8pp | 69.5%-1.7pp |
| Annual return | 25.28% | 25.46%-0.2pp | 115.59%-90.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,696 | $3,907-56.6% | $5,614-69.8% | $2,440-30.5% |
| Participant deferral / active EE | $2,087 | $5,481-61.9% | $7,298-71.4% | $3,607-42.2% |
| Admin fee / account holder | $653 | $7,972-91.8% | $10,843-94.0% | $5,124-87.3% |