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 6-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 | $54,440 | $78,520-30.7% | $96,576-43.6% | $82,448-34.0% |
| Participation rate | 14.5% | 77.7%-63.2pp | 81.4%-66.9pp | 68.1%-53.5pp |
| Annual return | 18.78% | 41.30%-22.5pp | 38.47%-19.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,123 | $6,754-68.6% | $7,956-73.3% | $4,139-48.7% |
| Admin fee / account holder | $988 | $13,455-92.7% | $11,381-91.3% | $7,234-86.3% |