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 | $38,761 | $81,446-52.4% | $103,374-62.5% | $80,874-52.1% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 14.16% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $384 | $3,870-90.1% | $5,058-92.4% | $4,297-91.1% |
| Admin fee / account holder | $7,269 | $6,715+8.3% | $8,394-13.4% | $6,935+4.8% |