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 | $31,765 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $867 | $4,804-82.0% | $4,554-81.0% | $4,156-79.1% |
| Participant deferral / active EE | $1,702 | $8,216-79.3% | $7,897-78.4% | $6,407-73.4% |
| Admin fee / account holder | $1,393 | $14,344-90.3% | $13,129-89.4% | $12,270-88.6% |