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 | $38,189 | $136,307-72.0% | $106,619-64.2% | $273,961-86.1% |
| Participation rate | 30.0% | 84.8%-54.8pp | 78.0%-48.0pp | 83.0%-53.0pp |
| Annual return | 19.42% | 11.05%+8.4pp | 9.42%+10.0pp | 41.45%-22.0pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $101 | $4,969-98.0% | $3,930-97.4% | $5,287-98.1% |
| Admin fee / account holder | $3,774 | $8,625-56.2% | $6,418-41.2% | $10,132-62.8% |