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 8-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 | $41,168 | $60,022-31.4% | $88,946-53.7% | $84,808-51.5% |
| Participation rate | 19.5% | 57.8%-38.4pp | 68.8%-49.4pp | 68.3%-48.8pp |
| Annual return | 14.78% | 22.43%-7.7pp | 57.82%-43.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $399 | $1,703-76.6% | $2,555-84.4% | $2,631-84.8% |
| Participant deferral / active EE | $743 | $3,114-76.1% | $4,581-83.8% | $4,212-82.4% |
| Admin fee / account holder | $2,368 | $4,811-50.8% | $8,261-71.3% | $7,344-67.8% |