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 | $56,680 | $78,485-27.8% | $106,213-46.6% | $74,495-23.9% |
| Participation rate | 37.1% | 72.8%-35.7pp | 75.3%-38.2pp | 67.2%-30.1pp |
| Annual return | 15.07% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $879 | $2,523-65.1% | $3,171-72.3% | $2,623-66.5% |
| Participant deferral / active EE | $1,544 | $4,322-64.3% | $5,016-69.2% | $4,346-64.5% |
| Admin fee / account holder | $2,897 | $2,232+29.8% | $11,033-73.7% | $1,942+49.2% |