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 | $18,769 | $118,450-84.2% | $98,439-80.9% | $139,434-86.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 9.72% | 18.94%-9.2pp | 21.16%-11.4pp | 372.94%-363.2pp |
| Employer contribution / active EE | $910 | $3,609-74.8% | $3,048-70.2% | $4,751-80.9% |
| Participant deferral / active EE | $1,098 | $5,392-79.6% | $4,738-76.8% | $6,710-83.6% |
| Admin fee / account holder | $15,420 | $14,026+9.9% | $8,948+72.3% | $11,403+35.2% |