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 | $60,896 | $80,968-24.8% | $96,544-36.9% | $75,163-19.0% |
| Participation rate | 29.5% | 71.8%-42.3pp | 76.0%-46.5pp | 67.2%-37.7pp |
| Annual return | 25.31% | 27.06%-1.8pp | 25.84%-0.5pp | 160.62%-135.3pp |
| Employer contribution / active EE | $839 | $2,282-63.2% | $2,965-71.7% | $2,670-68.6% |
| Participant deferral / active EE | $1,772 | $3,928-54.9% | $4,851-63.5% | $4,125-57.0% |
| Admin fee / account holder | $561 | $6,724-91.7% | $8,252-93.2% | $5,651-90.1% |