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 | $36,671 | $84,233-56.5% | $170,442-78.5% | $70,131-47.7% |
| Participation rate | 12.7% | 70.8%-58.2pp | 83.6%-70.9pp | 69.5%-56.9pp |
| Annual return | 19.93% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $459 | $3,086-85.1% | $4,939-90.7% | $3,332-86.2% |
| Admin fee / account holder | $2,902 | $5,698-49.1% | $13,880-79.1% | $4,645-37.5% |