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 3-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 | $33,829 | $73,787-54.2% | $98,716-65.7% | $82,448-59.0% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.3%-49.8pp | 68.1%-48.6pp |
| Annual return | 16.88% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $399 | $1,511-73.6% | $2,279-82.5% | $2,551-84.3% |
| Participant deferral / active EE | $1,047 | $3,081-66.0% | $4,048-74.1% | $4,139-74.7% |
| Admin fee / account holder | $2,408 | $6,500-63.0% | $8,703-72.3% | $7,234-66.7% |