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 | $58,413 | $85,766-31.9% | $136,294-57.1% | $70,131-16.7% |
| Participation rate | 36.7% | 74.2%-37.5pp | 81.9%-45.3pp | 69.5%-32.9pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $988 | $2,966-66.7% | $4,695-79.0% | $2,342-57.8% |
| Participant deferral / active EE | $1,559 | $5,051-69.1% | $6,247-75.0% | $3,332-53.2% |
| Admin fee / account holder | $1,392 | $5,420-74.3% | $9,243-84.9% | $4,645-70.0% |