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 | $41,291 | $57,828-28.6% | $117,039-64.7% | $70,131-41.1% |
| Participation rate | 26.7% | 67.1%-40.5pp | 77.2%-50.5pp | 69.5%-42.9pp |
| Annual return | 20.53% | 17.55%+3.0pp | 18.95%+1.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $570 | $2,438-76.6% | $3,929-85.5% | $3,332-82.9% |
| Admin fee / account holder | $2,099 | $3,548-40.9% | $5,974-64.9% | $4,645-54.8% |