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 | $27,430 | $78,672-65.1% | $109,143-74.9% | $85,850-68.0% |
| Participation rate | 28.3% | 68.3%-39.9pp | 75.9%-47.5pp | 69.3%-41.0pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $907 | $2,735-66.8% | $3,722-75.6% | $2,565-64.7% |
| Participant deferral / active EE | $1,454 | $3,467-58.1% | $4,653-68.8% | $3,952-63.2% |
| Admin fee / account holder | $4,955 | $5,469-9.4% | $6,752-26.6% | $6,260-20.9% |