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 | $37,250 | $80,968-54.0% | $96,544-61.4% | $75,163-50.4% |
| Participation rate | 50.6% | 71.8%-21.2pp | 76.0%-25.4pp | 67.2%-16.6pp |
| Annual return | 14.24% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $867 | $2,282-62.0% | $2,965-70.7% | $2,670-67.5% |
| Participant deferral / active EE | $1,619 | $3,928-58.8% | $4,851-66.6% | $4,125-60.7% |
| Admin fee / account holder | $2,989 | $6,724-55.5% | $8,252-63.8% | $5,651-47.1% |