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 | $37,895 | $163,101-76.8% | $136,749-72.3% | $142,382-73.4% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 16.55% | 27.54%-11.0pp | 24.33%-7.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $886 | $4,117-78.5% | $3,400-73.9% | $4,299-79.4% |
| Participant deferral / active EE | $1,256 | $5,585-77.5% | $4,692-73.2% | $6,507-80.7% |
| Admin fee / account holder | $747 | $14,318-94.8% | $11,386-93.4% | $12,624-94.1% |