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 | $17,303 | $43,327-60.1% | $59,878-71.1% | $64,186-73.0% |
| Participation rate | 31.7% | 69.2%-37.5pp | 74.7%-43.0pp | 69.6%-37.9pp |
| Annual return | 9.96% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $543 | $2,546-78.7% | $3,402-84.0% | $3,470-84.3% |
| Admin fee / account holder | $1,085 | $3,005-63.9% | $3,590-69.8% | $4,888-77.8% |