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 | $34,431 | $54,762-37.1% | $90,281-61.9% | $72,985-52.8% |
| Participation rate | 24.1% | 65.1%-41.1pp | 73.3%-49.2pp | 69.5%-45.4pp |
| Annual return | 17.55% | 30.63%-13.1pp | 78.10%-60.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $282 | $2,092-86.5% | $2,854-90.1% | $2,440-88.4% |
| Participant deferral / active EE | $538 | $2,887-81.4% | $3,885-86.1% | $3,607-85.1% |
| Admin fee / account holder | $2,921 | $3,972-26.5% | $5,351-45.4% | $5,124-43.0% |