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 | $45,740 | $67,411-32.1% | $91,001-49.7% | $70,131-34.8% |
| Participation rate | 58.1% | 71.4%-13.3pp | 75.6%-17.5pp | 69.5%-11.4pp |
| Annual return | 14.50% | -40.16%+54.7pp | 4.60%+9.9pp | 73.14%-58.6pp |
| Employer contribution / active EE | $424 | $1,786-76.3% | $2,456-82.7% | $2,342-81.9% |
| Participant deferral / active EE | $1,180 | $2,823-58.2% | $3,547-66.7% | $3,332-64.6% |
| Admin fee / account holder | $3,155 | $4,236-25.5% | $5,417-41.8% | $4,645-32.1% |