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 | $42,369 | $56,897-25.5% | $84,750-50.0% | $62,891-32.6% |
| Participation rate | 29.7% | 68.5%-38.8pp | 76.6%-46.9pp | 69.3%-39.6pp |
| Annual return | 6.02% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $807 | $2,709-70.2% | $3,712-78.3% | $3,203-74.8% |
| Admin fee / account holder | $950 | $3,581-73.5% | $5,332-82.2% | $4,296-77.9% |