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 | $37,102 | $96,557-61.6% | $80,975-54.2% | $273,961-86.5% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 4.39% | 15.14%-10.8pp | 17.10%-12.7pp | 41.45%-37.1pp |
| Employer contribution / active EE | $500 | $4,868-89.7% | $3,714-86.5% | $4,869-89.7% |
| Participant deferral / active EE | $1,231 | $6,598-81.3% | $5,696-78.4% | $5,287-76.7% |
| Admin fee / account holder | $2,214 | $7,492-70.5% | $5,516-59.9% | $10,132-78.2% |