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 | $37,544 | $82,917-54.7% | $103,333-63.7% | $77,643-51.6% |
| Participation rate | 13.1% | 71.6%-58.5pp | 74.5%-61.4pp | 70.6%-57.5pp |
| Annual return | 13.39% | 19.13%-5.7pp | 24.88%-11.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $970 | $4,108-76.4% | $5,057-80.8% | $4,647-79.1% |
| Admin fee / account holder | $2,866 | $638+349.2% | $8,355-65.7% | $430+565.9% |