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 | $25,352 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.1%-19.2pp | 80.1%-21.3pp |
| Annual return | 14.05% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $995 | $4,810-79.3% | $4,305-76.9% | $4,299-76.9% |
| Participant deferral / active EE | $1,400 | $6,272-77.7% | $5,540-74.7% | $6,507-78.5% |
| Admin fee / account holder | $531 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |