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 | $36,426 | $67,606-46.1% | $82,313-55.7% | $70,131-48.1% |
| Participation rate | 37.2% | 72.8%-35.5pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 17.66% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,306 | $2,987-56.3% | $3,706-64.8% | $3,332-60.8% |
| Admin fee / account holder | $4,373 | $4,512-3.1% | $5,608-22.0% | $4,645-5.9% |