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 | $31,196 | $65,365-52.3% | $92,893-66.4% | $72,985-57.3% |
| Participation rate | 19.8% | 68.3%-48.5pp | 76.0%-56.2pp | 69.5%-49.7pp |
| Annual return | 19.97% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,014 | $3,128-67.6% | $4,236-76.1% | $3,607-71.9% |
| Admin fee / account holder | $813 | $4,251-80.9% | $5,794-86.0% | $5,124-84.1% |