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 | $54,141 | $163,101-66.8% | $136,749-60.4% | $142,382-62.0% |
| Participation rate | 20.0% | 78.2%-58.2pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 21.16% | 27.54%-6.4pp | 24.33%-3.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $871 | $4,117-78.8% | $3,400-74.4% | $4,299-79.7% |
| Participant deferral / active EE | $1,275 | $5,585-77.2% | $4,692-72.8% | $6,507-80.4% |
| Admin fee / account holder | $4,727 | $14,318-67.0% | $11,386-58.5% | $12,624-62.6% |