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 | $82,126 | $95,453-14.0% | $112,040-26.7% | $82,448-0.4% |
| Participation rate | 29.6% | 72.8%-43.1pp | 76.5%-46.9pp | 68.1%-38.4pp |
| Annual return | 18.94% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $970 | $4,224-77.0% | $5,098-81.0% | $4,139-76.6% |
| Admin fee / account holder | $16,765 | $9,013+86.0% | $12,098+38.6% | $7,234+131.7% |