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 | $54,305 | $54,541-0.4% | $78,778-31.1% | $70,131-22.6% |
| Participation rate | 16.5% | 60.8%-44.3pp | 69.2%-52.7pp | 69.5%-53.1pp |
| Annual return | 22.25% | 21.07%+1.2pp | 35.62%-13.4pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $959 | $2,210-56.6% | $2,958-67.6% | $3,332-71.2% |
| Admin fee / account holder | $1,254 | $3,709-66.2% | $5,134-75.6% | $4,645-73.0% |