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 | $99,687 | $95,803+4.1% | $113,168-11.9% | $84,808+17.5% |
| Participation rate | 43.8% | 72.9%-29.1pp | 76.6%-32.8pp | 68.3%-24.6pp |
| Annual return | 21.64% | 25.00%-3.4pp | 24.27%-2.6pp | 40.90%-19.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,440 | $4,242-66.1% | $5,107-71.8% | $4,212-65.8% |
| Admin fee / account holder | $622 | $8,989-93.1% | $12,068-94.8% | $7,344-91.5% |