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 | $71,162 | $72,277-1.5% | $101,248-29.7% | $79,858-10.9% |
| Participation rate | 23.2% | 68.5%-45.2pp | 75.8%-52.6pp | 69.6%-46.4pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $719 | $3,282-78.1% | $4,370-83.5% | $3,740-80.8% |
| Admin fee / account holder | $310 | $4,400-93.0% | $5,945-94.8% | $5,306-94.2% |