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 | $77,485 | $94,625-18.1% | $116,228-33.3% | $84,808-8.6% |
| Participation rate | 47.6% | 70.4%-22.8pp | 74.6%-26.9pp | 68.3%-20.7pp |
| Annual return | 15.63% | 20.40%-4.8pp | 90.06%-74.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,443 | $3,972-63.7% | $4,953-70.9% | $4,212-65.7% |
| Admin fee / account holder | $809 | $10,091-92.0% | $11,989-93.3% | $7,344-89.0% |