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 | $52,371 | $69,977-25.2% | $108,579-51.8% | $62,891-16.7% |
| Participation rate | 41.1% | 72.9%-31.8pp | 79.6%-38.5pp | 69.3%-28.2pp |
| Annual return | 7.72% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,303 | $3,165-58.8% | $4,311-69.8% | $3,203-59.3% |
| Admin fee / account holder | $946 | $5,076-81.4% | $7,645-87.6% | $4,296-78.0% |