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 | $41,641 | $60,349-31.0% | $74,183-43.9% | $62,891-33.8% |
| Participation rate | 29.0% | 72.7%-43.7pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 4.97% | 21.37%-16.4pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $231 | $2,856-91.9% | $3,550-93.5% | $3,203-92.8% |
| Admin fee / account holder | $1,319 | $4,261-69.0% | $5,586-76.4% | $4,296-69.3% |