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 | $66,303 | $140,940-53.0% | $112,229-40.9% | $139,434-52.4% |
| Participation rate | 31.3% | 79.2%-47.9pp | 72.4%-41.2pp | 80.3%-49.1pp |
| Annual return | 16.05% | 32.71%-16.7pp | 30.20%-14.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $256 | $5,874-95.6% | $4,798-94.7% | $6,710-96.2% |
| Admin fee / account holder | $940 | $9,954-90.6% | $7,748-87.9% | $11,403-91.8% |