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 | $22,604 | $49,227-54.1% | $70,449-67.9% | $79,858-71.7% |
| Participation rate | 25.9% | 69.2%-43.2pp | 75.1%-49.1pp | 69.6%-43.7pp |
| Annual return | 16.31% | 30.06%-13.7pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $781 | $2,768-71.8% | $3,709-78.9% | $3,740-79.1% |
| Admin fee / account holder | $4,785 | $2,878+66.3% | $3,845+24.4% | $5,306-9.8% |