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 | $28,699 | $53,777-46.6% | $134,143-78.6% | $79,858-64.1% |
| Participation rate | 19.2% | 58.8%-39.5pp | 72.2%-52.9pp | 69.6%-50.4pp |
| Annual return | 15.16% | 19.01%-3.9pp | 36.33%-21.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $757 | $2,420-68.7% | $3,499-78.4% | $3,740-79.8% |
| Admin fee / account holder | $4,442 | $3,984+11.5% | $6,684-33.5% | $5,306-16.3% |