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 5-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 | $29,572 | $117,983-74.9% | $101,794-70.9% | $142,382-79.2% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 20.63% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $854 | $2,773-69.2% | $2,289-62.7% | $4,299-80.1% |
| Participant deferral / active EE | $914 | $4,714-80.6% | $4,084-77.6% | $6,507-86.0% |
| Admin fee / account holder | $382 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |