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 | $58,666 | $86,929-32.5% | $102,423-42.7% | $80,856-27.4% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 11.72% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,231 | $2,369-48.0% | $3,023-59.3% | $2,755-55.3% |
| Participant deferral / active EE | $1,705 | $4,118-58.6% | $5,053-66.3% | $4,296-60.3% |
| Admin fee / account holder | $417 | $8,049-94.8% | $9,451-95.6% | $6,918-94.0% |