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 | $83,911 | $127,065-34.0% | $113,168-25.9% | $142,382-41.1% |
| Participation rate | 64.7% | 79.2%-14.5pp | 76.6%-11.9pp | 80.1%-15.4pp |
| Annual return | 14.09% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,298 | $3,442-62.3% | $2,975-56.4% | $4,299-69.8% |
| Participant deferral / active EE | $1,823 | $5,716-68.1% | $5,107-64.3% | $6,507-72.0% |
| Admin fee / account holder | $3,569 | $15,736-77.3% | $12,068-70.4% | $12,624-71.7% |