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 | $51,549 | $57,065-9.7% | $75,670-31.9% | $70,131-26.5% |
| Participation rate | 29.4% | 68.1%-38.7pp | 72.3%-42.9pp | 69.5%-40.1pp |
| Annual return | 13.55% | 23.57%-10.0pp | 27.34%-13.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $811 | $2,580-68.6% | $3,142-74.2% | $3,332-75.7% |
| Admin fee / account holder | $323 | $3,825-91.6% | $5,800-94.4% | $4,645-93.1% |