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 | $37,900 | $71,516-47.0% | $98,439-61.5% | $71,457-47.0% |
| Participation rate | 37.6% | 72.7%-35.1pp | 75.2%-37.6pp | 67.9%-30.4pp |
| Annual return | 15.03% | 32.41%-17.4pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $699 | $4,109-83.0% | $4,738-85.3% | $4,289-83.7% |
| Admin fee / account holder | $5,774 | $1,675+244.8% | $8,948-35.5% | $1,587+263.8% |