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 | $24,418 | $52,580-53.6% | $71,671-65.9% | $70,131-65.2% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.7%-43.7pp | 69.5%-44.5pp |
| Annual return | 12.94% | 20.25%-7.3pp | 20.65%-7.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $557 | $1,616-65.5% | $2,460-77.4% | $2,342-76.2% |
| Participant deferral / active EE | $737 | $2,386-69.1% | $3,438-78.6% | $3,332-77.9% |
| Admin fee / account holder | $527 | $3,653-85.6% | $5,558-90.5% | $4,645-88.7% |