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 | $31,059 | $62,573-50.4% | $85,682-63.8% | $85,850-63.8% |
| Participation rate | 21.7% | 61.1%-39.5pp | 69.9%-48.2pp | 69.3%-47.6pp |
| Annual return | 15.41% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $359 | $1,757-79.6% | $2,618-86.3% | $2,565-86.0% |
| Participant deferral / active EE | $842 | $2,802-70.0% | $3,923-78.5% | $3,952-78.7% |
| Admin fee / account holder | $1,958 | $4,640-57.8% | $6,873-71.5% | $6,260-68.7% |