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 | $86,061 | $103,376-16.7% | $87,100-1.2% | $152,861-43.7% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 19.20% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $771 | $3,220-76.0% | $2,521-69.4% | $4,762-83.8% |
| Participant deferral / active EE | $1,431 | $4,778-70.0% | $4,049-64.6% | $5,850-75.5% |
| Admin fee / account holder | $1,093 | $12,205-91.0% | $7,497-85.4% | $11,596-90.6% |