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 | $27,863 | $80,717-65.5% | $154,803-82.0% | $84,808-67.1% |
| Participation rate | 25.7% | 66.8%-41.1pp | 78.1%-52.4pp | 68.3%-42.6pp |
| Annual return | 16.25% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $506 | $2,761-81.7% | $4,305-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $522 | $3,303-84.2% | $5,540-90.6% | $4,212-87.6% |
| Admin fee / account holder | $2,762 | $6,746-59.0% | $14,329-80.7% | $7,344-62.4% |