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 | $14,878 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $829 | $3,303-74.9% | $5,540-85.0% | $4,212-80.3% |
| Admin fee / account holder | $925 | $6,746-86.3% | $14,329-93.5% | $7,344-87.4% |