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 | $33,720 | $58,512-42.4% | $84,015-59.9% | $72,985-53.8% |
| Participation rate | 36.7% | 61.2%-24.5pp | 69.0%-32.3pp | 69.5%-32.8pp |
| Annual return | 16.81% | 28.93%-12.1pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $526 | $1,163-54.7% | $1,983-73.5% | $2,440-78.4% |
| Participant deferral / active EE | $1,008 | $2,394-57.9% | $3,239-68.9% | $3,607-72.1% |
| Admin fee / account holder | $2,422 | $4,569-47.0% | $6,101-60.3% | $5,124-52.7% |