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 | $72,198 | $76,050-5.1% | $96,544-25.2% | $71,457+1.0% |
| Participation rate | 24.8% | 74.4%-49.7pp | 76.0%-51.2pp | 67.9%-43.2pp |
| Annual return | 21.84% | 22.81%-1.0pp | 25.84%-4.0pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $768 | $4,215-81.8% | $4,851-84.2% | $4,289-82.1% |
| Admin fee / account holder | $584 | $2,707-78.4% | $8,252-92.9% | $1,587-63.2% |