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 | $48,515 | $78,422-38.1% | $95,952-49.4% | $79,858-39.2% |
| Participation rate | 25.0% | 73.5%-48.5pp | 77.1%-52.1pp | 69.6%-44.6pp |
| Annual return | 15.84% | 19.37%-3.5pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,392 | $1,945-28.5% | $2,541-45.2% | $2,471-43.7% |
| Participant deferral / active EE | $1,497 | $3,440-56.5% | $4,167-64.1% | $3,740-60.0% |
| Admin fee / account holder | $5,497 | $5,622-2.2% | $6,795-19.1% | $5,306+3.6% |