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 | $71,435 | $78,422-8.9% | $95,952-25.6% | $79,858-10.5% |
| Participation rate | 34.5% | 73.5%-39.0pp | 77.1%-42.6pp | 69.6%-35.2pp |
| Annual return | 11.31% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,255 | $3,440-63.5% | $4,167-69.9% | $3,740-66.4% |
| Admin fee / account holder | $9,321 | $5,622+65.8% | $6,795+37.2% | $5,306+75.7% |