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 | $69,135 | $72,492-4.6% | $87,100-20.6% | $72,985-5.3% |
| Participation rate | 19.2% | 72.8%-53.6pp | 76.9%-57.6pp | 69.5%-50.3pp |
| Annual return | 20.26% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,053 | $3,270-67.8% | $4,049-74.0% | $3,607-70.8% |
| Admin fee / account holder | $2,134 | $5,055-57.8% | $7,497-71.5% | $5,124-58.4% |