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 | $48,376 | $86,929-44.4% | $102,423-52.8% | $80,856-40.2% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.6%-37.6pp |
| Annual return | 14.16% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,124 | $2,369-52.5% | $3,023-62.8% | $2,755-59.2% |
| Participant deferral / active EE | $1,819 | $4,118-55.8% | $5,053-64.0% | $4,296-57.6% |
| Admin fee / account holder | $862 | $8,049-89.3% | $9,451-90.9% | $6,918-87.5% |