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 | $62,920 | $84,936-25.9% | $111,297-43.5% | $79,386-20.7% |
| Participation rate | 45.4% | 75.9%-30.5pp | 77.3%-31.9pp | 70.7%-25.3pp |
| Annual return | 16.49% | 17.45%-1.0pp | 54.65%-38.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $730 | $1,979-63.1% | $2,731-73.3% | $2,427-69.9% |
| Participant deferral / active EE | $1,423 | $3,888-63.4% | $4,487-68.3% | $4,046-64.8% |
| Admin fee / account holder | $801 | $537+49.1% | $7,964-89.9% | $626+27.9% |