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 | $63,678 | $123,793-48.6% | $177,821-64.2% | $79,858-20.3% |
| Participation rate | 62.9% | 84.7%-21.8pp | 87.7%-24.9pp | 69.6%-6.8pp |
| Annual return | 11.67% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,682 | $4,095-58.9% | $5,918-71.6% | $2,471-31.9% |
| Participant deferral / active EE | $2,161 | $5,956-63.7% | $7,714-72.0% | $3,740-42.2% |
| Admin fee / account holder | $4,059 | $7,243-44.0% | $12,427-67.3% | $5,306-23.5% |