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 | $56,877 | $123,793-54.1% | $177,821-68.0% | $79,858-28.8% |
| Participation rate | 28.0% | 84.7%-56.7pp | 87.7%-59.7pp | 69.6%-41.6pp |
| Annual return | 15.18% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,268 | $4,095-44.6% | $5,918-61.7% | $2,471-8.2% |
| Participant deferral / active EE | $1,366 | $5,956-77.1% | $7,714-82.3% | $3,740-63.5% |
| Admin fee / account holder | $388 | $7,243-94.6% | $12,427-96.9% | $5,306-92.7% |