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 9-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 | $36,580 | $49,915-26.7% | $154,803-76.4% | $74,304-50.8% |
| Participation rate | 9.7% | 54.0%-44.2pp | 78.1%-68.4pp | 60.3%-50.6pp |
| Annual return | 14.77% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $299 | $1,611-81.4% | $4,305-93.1% | $2,241-86.7% |
| Participant deferral / active EE | $584 | $2,255-74.1% | $5,540-89.5% | $3,767-84.5% |
| Admin fee / account holder | $5,029 | $2,189+129.7% | $14,329-64.9% | $2,969+69.4% |