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 | $64,527 | $61,660+4.6% | $80,019-19.4% | $64,186+0.5% |
| Participation rate | 45.8% | 71.7%-25.9pp | 75.8%-30.1pp | 69.6%-23.8pp |
| Annual return | -5.51% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $806 | $1,810-55.5% | $2,468-67.3% | $2,381-66.1% |
| Participant deferral / active EE | $1,029 | $2,968-65.3% | $3,686-72.1% | $3,470-70.3% |
| Admin fee / account holder | $1,973 | $5,417-63.6% | $6,521-69.7% | $4,888-59.6% |