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 | $55,429 | $76,367-27.4% | $93,606-40.8% | $72,985-24.1% |
| Participation rate | 36.4% | 71.7%-35.4pp | 75.8%-39.5pp | 69.5%-33.1pp |
| Annual return | 20.02% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,212 | $3,538-65.8% | $4,069-70.2% | $3,607-66.4% |
| Admin fee / account holder | $902 | $6,838-86.8% | $7,888-88.6% | $5,124-82.4% |