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 | $30,634 | $55,706-45.0% | $75,886-59.6% | $72,985-58.0% |
| Participation rate | 13.5% | 61.1%-47.7pp | 69.3%-55.8pp | 69.5%-56.0pp |
| Annual return | 18.81% | 27.59%-8.8pp | 30.76%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $753 | $2,634-71.4% | $3,603-79.1% | $3,607-79.1% |
| Admin fee / account holder | $643 | $3,978-83.8% | $5,418-88.1% | $5,124-87.5% |