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 | $42,259 | $61,660-31.5% | $80,019-47.2% | $64,186-34.2% |
| Participation rate | 38.6% | 71.7%-33.1pp | 75.8%-37.2pp | 69.6%-30.9pp |
| Annual return | 20.37% | -0.33%+20.7pp | 11.22%+9.2pp | 7.63%+12.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,068 | $2,968-64.0% | $3,686-71.0% | $3,470-69.2% |
| Admin fee / account holder | $440 | $5,417-91.9% | $6,521-93.2% | $4,888-91.0% |