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 | $29,827 | $72,277-58.7% | $101,248-70.5% | $79,858-62.6% |
| Participation rate | 23.0% | 68.5%-45.5pp | 75.8%-52.8pp | 69.6%-46.7pp |
| Annual return | 10.76% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $800 | $3,282-75.6% | $4,370-81.7% | $3,740-78.6% |
| Admin fee / account holder | $1,314 | $4,400-70.1% | $5,945-77.9% | $5,306-75.2% |