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 | $80,673-32.5% | $101,326-46.3% | $84,808-35.8% |
| Participation rate | 14.5% | 77.8%-63.2pp | 81.5%-67.0pp | 68.3%-53.8pp |
| Annual return | 18.78% | 38.95%-20.2pp | 36.82%-18.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,123 | $6,840-69.0% | $7,994-73.4% | $4,212-49.6% |
| Admin fee / account holder | $988 | $12,784-92.3% | $11,185-91.2% | $7,344-86.5% |