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 7-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 | $41,558 | $46,553-10.7% | $64,056-35.1% | $75,163-44.7% |
| Participation rate | 39.3% | 65.9%-26.7pp | 72.3%-33.0pp | 67.2%-27.9pp |
| Annual return | 17.49% | 26.03%-8.5pp | 33.69%-16.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $669 | $1,974-66.1% | $2,747-75.7% | $2,670-75.0% |
| Participant deferral / active EE | $643 | $2,837-77.3% | $3,880-83.4% | $4,125-84.4% |
| Admin fee / account holder | $2,111 | $2,952-28.5% | $3,068-31.2% | $5,651-62.6% |