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 | $39,482 | $109,413-63.9% | $156,263-74.7% | $84,808-53.4% |
| Participation rate | 27.8% | 72.7%-44.9pp | 78.9%-51.1pp | 68.3%-40.5pp |
| Annual return | 20.93% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $818 | $2,907-71.9% | $4,333-81.1% | $2,631-68.9% |
| Participant deferral / active EE | $1,827 | $4,590-60.2% | $6,158-70.3% | $4,212-56.6% |
| Admin fee / account holder | $910 | $9,357-90.3% | $14,255-93.6% | $7,344-87.6% |