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 | $61,757 | $76,050-18.8% | $96,544-36.0% | $71,457-13.6% |
| Participation rate | 40.9% | 74.4%-33.5pp | 76.0%-35.1pp | 67.9%-27.1pp |
| Annual return | 20.51% | 22.81%-2.3pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,493 | $4,215-64.6% | $4,851-69.2% | $4,289-65.2% |
| Admin fee / account holder | $1,571 | $2,707-42.0% | $8,252-81.0% | $1,587-1.1% |