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 | $39,701 | $51,708-23.2% | $106,619-62.8% | $62,891-36.9% |
| Participation rate | 58.3% | 66.9%-8.5pp | 78.0%-19.7pp | 69.3%-11.0pp |
| Annual return | 8.15% | 4.69%+3.5pp | 9.42%-1.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $713 | $2,315-69.2% | $3,930-81.9% | $3,203-77.7% |
| Admin fee / account holder | $1,079 | $3,349-67.8% | $6,418-83.2% | $4,296-74.9% |