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 | $76,783 | $71,516+7.4% | $98,439-22.0% | $71,457+7.5% |
| Participation rate | 30.8% | 72.7%-41.9pp | 75.2%-44.4pp | 67.9%-37.1pp |
| Annual return | 19.06% | 32.41%-13.4pp | 21.16%-2.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,359 | $4,109-66.9% | $4,738-71.3% | $4,289-68.3% |
| Admin fee / account holder | $2,795 | $1,675+66.9% | $8,948-68.8% | $1,587+76.1% |