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 | $55,068 | $72,492-24.0% | $87,100-36.8% | $72,985-24.5% |
| Participation rate | 39.8% | 72.8%-33.0pp | 76.9%-37.1pp | 69.5%-29.7pp |
| Annual return | 20.51% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $864 | $3,270-73.6% | $4,049-78.7% | $3,607-76.1% |
| Admin fee / account holder | $359 | $5,055-92.9% | $7,497-95.2% | $5,124-93.0% |