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 | $17,557 | $77,899-77.5% | $149,673-88.3% | $75,163-76.6% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.1pp | 67.2%-26.6pp |
| Annual return | 17.10% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $534 | $3,137-83.0% | $4,818-88.9% | $2,670-80.0% |
| Participant deferral / active EE | $728 | $3,411-78.7% | $5,680-87.2% | $4,125-82.4% |
| Admin fee / account holder | $1,220 | $5,956-79.5% | $13,210-90.8% | $5,651-78.4% |