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 | $72,873 | $47,848+52.3% | $81,478-10.6% | $70,131+3.9% |
| Participation rate | 20.0% | 58.3%-38.3pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 21.08% | 27.25%-6.2pp | 38.78%-17.7pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $571 | $2,453-76.7% | $3,537-83.9% | $3,332-82.9% |
| Admin fee / account holder | $1,369 | $3,145-56.5% | $4,561-70.0% | $4,645-70.5% |