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 | $19,460 | $127,065-84.7% | $113,168-82.8% | $142,382-86.3% |
| Participation rate | 45.8% | 79.2%-33.4pp | 76.6%-30.7pp | 80.1%-34.3pp |
| Annual return | 13.04% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $28 | $5,716-99.5% | $5,107-99.4% | $6,507-99.6% |
| Admin fee / account holder | $2,178 | $15,736-86.2% | $12,068-81.9% | $12,624-82.7% |