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 | $67,978 | $67,606+0.5% | $82,313-17.4% | $70,131-3.1% |
| Participation rate | 18.8% | 72.8%-54.0pp | 76.9%-58.1pp | 69.5%-50.8pp |
| Annual return | 13.01% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $586 | $1,755-66.6% | $2,428-75.9% | $2,342-75.0% |
| Participant deferral / active EE | $608 | $2,987-79.7% | $3,706-83.6% | $3,332-81.8% |
| Admin fee / account holder | $1,892 | $4,512-58.1% | $5,608-66.3% | $4,645-59.3% |