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 | $80,102 | $111,301-28.0% | $112,977-29.1% | $158,922-49.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 15.62% | 26.40%-10.8pp | 24.24%-8.6pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,394 | $4,471-68.8% | $4,255-67.2% | $4,761-70.7% |
| Participant deferral / active EE | $1,481 | $5,880-74.8% | $5,836-74.6% | $5,982-75.2% |
| Admin fee / account holder | $520 | $8,392-93.8% | $6,294-91.7% | $11,246-95.4% |