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 | $34,337 | $54,541-37.0% | $78,778-56.4% | $70,131-51.0% |
| Participation rate | 27.7% | 60.8%-33.1pp | 69.2%-41.5pp | 69.5%-41.9pp |
| Annual return | 13.06% | 21.07%-8.0pp | 35.62%-22.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $368 | $2,210-83.4% | $2,958-87.6% | $3,332-89.0% |
| Admin fee / account holder | $1,052 | $3,709-71.6% | $5,134-79.5% | $4,645-77.3% |