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 | $25,574 | $81,460-68.6% | $103,333-75.3% | $80,856-68.4% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 12.29% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,050 | $3,105-66.2% | $3,868-72.9% | $2,755-61.9% |
| Participant deferral / active EE | $1,340 | $3,869-65.4% | $5,057-73.5% | $4,296-68.8% |
| Admin fee / account holder | $997 | $6,566-84.8% | $8,355-88.1% | $6,918-85.6% |