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 | $21,180 | $45,073-53.0% | $69,455-69.5% | $72,985-71.0% |
| Participation rate | 27.6% | 68.5%-40.9pp | 74.6%-47.0pp | 69.5%-41.9pp |
| Annual return | 22.00% | 22.65%-0.7pp | 28.97%-7.0pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $663 | $2,602-74.5% | $3,535-81.2% | $3,607-81.6% |
| Admin fee / account holder | $2,695 | $3,056-11.8% | $3,839-29.8% | $5,124-47.4% |