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 | $42,705 | $60,349-29.2% | $74,183-42.4% | $62,891-32.1% |
| Participation rate | 49.2% | 72.7%-23.6pp | 76.6%-27.5pp | 69.3%-20.2pp |
| Annual return | 8.09% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,039 | $2,856-63.6% | $3,550-70.7% | $3,203-67.6% |
| Admin fee / account holder | $4,719 | $4,261+10.8% | $5,586-15.5% | $4,296+9.9% |