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 | $37,379 | $58,512-36.1% | $84,015-55.5% | $72,985-48.8% |
| Participation rate | 37.3% | 61.2%-24.0pp | 69.0%-31.8pp | 69.5%-32.2pp |
| Annual return | 17.28% | 28.93%-11.7pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $421 | $2,394-82.4% | $3,239-87.0% | $3,607-88.3% |
| Admin fee / account holder | $578 | $4,569-87.4% | $6,101-90.5% | $5,124-88.7% |