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 | $57,538 | $83,477-31.1% | $125,175-54.0% | $72,985-21.2% |
| Participation rate | 31.0% | 73.3%-42.3pp | 79.8%-48.7pp | 69.5%-38.5pp |
| Annual return | 27.49% | 25.78%+1.7pp | 43.79%-16.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,565 | $3,585-56.3% | $4,937-68.3% | $3,607-56.6% |
| Admin fee / account holder | $4,045 | $5,517-26.7% | $9,702-58.3% | $5,124-21.1% |