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 | $52,591 | $94,031-44.1% | $115,768-54.6% | $82,448-36.2% |
| Participation rate | 26.1% | 70.4%-44.3pp | 74.4%-48.3pp | 68.1%-42.0pp |
| Annual return | 17.77% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,481 | $3,972-62.7% | $4,917-69.9% | $4,139-64.2% |
| Admin fee / account holder | $2,011 | $10,249-80.4% | $12,439-83.8% | $7,234-72.2% |