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 | $48,572 | $96,557-49.7% | $80,975-40.0% | $273,961-82.3% |
| Participation rate | 25.0% | 79.1%-54.1pp | 75.8%-50.8pp | 83.0%-58.0pp |
| Annual return | 6.13% | 15.14%-9.0pp | 17.10%-11.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $992 | $4,868-79.6% | $3,714-73.3% | $4,869-79.6% |
| Participant deferral / active EE | $992 | $6,598-85.0% | $5,696-82.6% | $5,287-81.2% |
| Admin fee / account holder | $7,330 | $7,492-2.2% | $5,516+32.9% | $10,132-27.7% |