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 | $47,347 | $78,422-39.6% | $95,952-50.7% | $79,858-40.7% |
| Participation rate | 49.1% | 73.5%-24.4pp | 77.1%-28.0pp | 69.6%-20.6pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $897 | $1,945-53.9% | $2,541-64.7% | $2,471-63.7% |
| Participant deferral / active EE | $1,329 | $3,440-61.4% | $4,167-68.1% | $3,740-64.5% |
| Admin fee / account holder | $1,152 | $5,622-79.5% | $6,795-83.1% | $5,306-78.3% |