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 | $18,567 | $46,869-60.4% | $122,332-84.8% | $70,131-73.5% |
| Participation rate | 36.6% | 58.2%-21.6pp | 71.6%-35.0pp | 69.5%-33.0pp |
| Annual return | 15.83% | 24.22%-8.4pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $773 | $2,166-64.3% | $3,287-76.5% | $3,332-76.8% |
| Admin fee / account holder | $481 | $3,322-85.5% | $5,478-91.2% | $4,645-89.6% |