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 | $61,935 | $90,503-31.6% | $78,689-21.3% | $273,961-77.4% |
| Participation rate | 36.4% | 76.5%-40.2pp | 73.6%-37.2pp | 83.0%-46.7pp |
| Annual return | 4.32% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $169 | $3,901-95.7% | $3,517-95.2% | $5,287-96.8% |
| Admin fee / account holder | $1,090 | $5,263-79.3% | $4,510-75.8% | $10,132-89.2% |