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 | $45,683 | $86,944-47.5% | $107,525-57.5% | $74,304-38.5% |
| Participation rate | 34.0% | 59.6%-25.6pp | 75.1%-41.1pp | 60.3%-26.3pp |
| Annual return | 13.46% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,327 | $3,554-62.7% | $5,116-74.1% | $3,767-64.8% |
| Admin fee / account holder | $8,005 | $3,727+114.8% | $8,919-10.2% | $2,969+169.6% |