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 5-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 | $30,570 | $93,170-67.2% | $100,534-69.6% | $84,808-64.0% |
| Participation rate | 19.2% | 75.8%-56.6pp | 80.6%-61.4pp | 68.3%-49.1pp |
| Annual return | 15.64% | 47.13%-31.5pp | 32.66%-17.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,632 | $5,699-71.4% | $6,144-73.4% | $4,212-61.2% |
| Admin fee / account holder | $357 | $7,382-95.2% | $7,654-95.3% | $7,344-95.1% |