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 8-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 | $27,979 | $64,348-56.5% | $90,160-69.0% | $70,131-60.1% |
| Participation rate | 21.8% | 70.4%-48.6pp | 76.9%-55.1pp | 69.5%-47.7pp |
| Annual return | 19.73% | 28.13%-8.4pp | 34.88%-15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $692 | $2,046-66.2% | $3,318-79.1% | $2,342-70.5% |
| Participant deferral / active EE | $1,472 | $4,389-66.5% | $5,288-72.2% | $3,332-55.8% |
| Admin fee / account holder | $1,595 | $3,944-59.5% | $5,943-73.2% | $4,645-65.7% |