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 | $37,904 | $60,349-37.2% | $74,183-48.9% | $62,891-39.7% |
| Participation rate | 26.7% | 72.7%-46.1pp | 76.6%-50.0pp | 69.3%-42.6pp |
| Annual return | 5.66% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $364 | $1,680-78.3% | $2,370-84.6% | $2,281-84.0% |
| Participant deferral / active EE | $1,051 | $2,856-63.2% | $3,550-70.4% | $3,203-67.2% |
| Admin fee / account holder | $5,528 | $4,261+29.7% | $5,586-1.0% | $4,296+28.7% |