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 | $25,299 | $82,882-69.5% | $127,761-80.2% | $72,985-65.3% |
| Participation rate | 26.9% | 71.5%-44.6pp | 79.0%-52.1pp | 69.5%-42.6pp |
| Annual return | 29.43% | 32.20%-2.8pp | 26.14%+3.3pp | 81.00%-51.6pp |
| Employer contribution / active EE | $808 | $3,346-75.9% | $4,574-82.3% | $2,440-66.9% |
| Participant deferral / active EE | $1,401 | $4,791-70.8% | $6,021-76.7% | $3,607-61.2% |
| Admin fee / account holder | $1,108 | $6,487-82.9% | $9,395-88.2% | $5,124-78.4% |