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 | $24,812 | $46,464-46.6% | $150,298-83.5% | $79,634-68.8% |
| Participation rate | 12.9% | 57.0%-44.1pp | 77.8%-64.9pp | 62.5%-49.6pp |
| Annual return | 14.97% | 27.89%-12.9pp | 62.79%-47.8pp | 36.46%-21.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $528 | $2,157-75.5% | $5,453-90.3% | $3,835-86.2% |
| Admin fee / account holder | $1,008 | $891+13.1% | $14,116-92.9% | $1,002+0.6% |