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 | $55,281 | $63,355-12.7% | $91,989-39.9% | $72,985-24.3% |
| Participation rate | 55.0% | 72.5%-17.5pp | 78.6%-23.6pp | 69.5%-14.5pp |
| Annual return | 20.77% | 35.35%-14.6pp | 69.02%-48.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,780 | $4,883-63.5% | $5,923-69.9% | $3,607-50.7% |
| Admin fee / account holder | $615 | $4,668-86.8% | $7,743-92.1% | $5,124-88.0% |