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 | $20,836 | $88,707-76.5% | $74,183-71.9% | $273,961-92.4% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 5.74% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $557 | $4,212-86.8% | $3,550-84.3% | $5,287-89.5% |
| Admin fee / account holder | $755 | $8,717-91.3% | $5,586-86.5% | $10,132-92.5% |