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 | $58,410 | $118,450-50.7% | $98,439-40.7% | $139,434-58.1% |
| Participation rate | 69.6% | 77.4%-7.9pp | 75.2%-5.6pp | 80.3%-10.8pp |
| Annual return | 12.71% | 18.94%-6.2pp | 21.16%-8.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,082 | $3,609-70.0% | $3,048-64.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,421 | $5,392-73.6% | $4,738-70.0% | $6,710-78.8% |
| Admin fee / account holder | $1,589 | $14,026-88.7% | $8,948-82.2% | $11,403-86.1% |