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 | $97,069 | $87,013+11.6% | $106,213-8.6% | $80,856+20.1% |
| Participation rate | 31.0% | 70.4%-39.5pp | 75.3%-44.3pp | 67.6%-36.7pp |
| Annual return | 13.60% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,225 | $3,986-69.3% | $5,016-75.6% | $4,296-71.5% |
| Admin fee / account holder | $485 | $8,431-94.2% | $11,033-95.6% | $6,918-93.0% |