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 | $29,791 | $81,460-63.4% | $103,333-71.2% | $80,856-63.2% |
| Participation rate | 56.5% | 66.8%-10.4pp | 74.5%-18.1pp | 67.6%-11.2pp |
| Annual return | 30.47% | 25.55%+4.9pp | 24.88%+5.6pp | 35.59%-5.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $910 | $3,869-76.5% | $5,057-82.0% | $4,296-78.8% |
| Admin fee / account holder | $1,636 | $6,566-75.1% | $8,355-80.4% | $6,918-76.4% |