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 | $32,519 | $77,503-58.0% | $100,391-67.6% | $80,856-59.8% |
| Participation rate | 44.0% | 76.9%-32.9pp | 81.5%-37.5pp | 67.6%-23.6pp |
| Annual return | 43.20% | 37.20%+6.0pp | 49.20%-6.0pp | 35.59%+7.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,464 | $6,820-63.9% | $8,082-69.5% | $4,296-42.6% |
| Admin fee / account holder | $6,212 | $5,897+5.3% | $7,899-21.4% | $6,918-10.2% |