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 | $69,810 | $109,359-36.2% | $162,163-57.0% | $72,985-4.3% |
| Participation rate | 60.7% | 84.3%-23.6pp | 87.6%-26.9pp | 69.5%-8.8pp |
| Annual return | 21.62% | 25.46%-3.8pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,839 | $5,481-66.5% | $7,298-74.8% | $3,607-49.0% |
| Admin fee / account holder | $4,554 | $7,972-42.9% | $10,843-58.0% | $5,124-11.1% |