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 | $28,251 | $67,606-58.2% | $82,313-65.7% | $70,131-59.7% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 14.10% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,150 | $2,987-61.5% | $3,706-69.0% | $3,332-65.5% |
| Admin fee / account holder | $2,503 | $4,512-44.5% | $5,608-55.4% | $4,645-46.1% |