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 | $41,086 | $124,319-67.0% | $111,297-63.1% | $167,490-75.5% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.8pp | 82.1%-43.6pp |
| Annual return | 15.88% | 37.44%-21.6pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,169 | $3,435-66.0% | $2,731-57.2% | $4,837-75.8% |
| Participant deferral / active EE | $1,291 | $5,180-75.1% | $4,487-71.2% | $6,341-79.6% |
| Admin fee / account holder | $5,238 | $10,618-50.7% | $7,964-34.2% | $12,309-57.4% |