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 | $46,249 | $70,428-34.3% | $96,562-52.1% | $85,850-46.1% |
| Participation rate | 36.0% | 61.8%-25.8pp | 69.8%-33.8pp | 69.3%-33.3pp |
| Annual return | 11.99% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $380 | $1,413-73.1% | $2,356-83.9% | $2,565-85.2% |
| Participant deferral / active EE | $781 | $2,894-73.0% | $3,849-79.7% | $3,952-80.2% |
| Admin fee / account holder | $23,720 | $4,997+374.7% | $6,181+283.8% | $6,260+278.9% |