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 | $33,595 | $64,348-47.8% | $90,160-62.7% | $70,131-52.1% |
| Participation rate | 17.9% | 70.4%-52.5pp | 76.9%-59.0pp | 69.5%-51.6pp |
| Annual return | 25.36% | 28.13%-2.8pp | 34.88%-9.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,573 | $4,389-64.2% | $5,288-70.3% | $3,332-52.8% |
| Admin fee / account holder | $8,419 | $3,944+113.5% | $5,943+41.7% | $4,645+81.2% |