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 | $42,816 | $46,869-8.6% | $122,332-65.0% | $70,131-38.9% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 17.80% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $676 | $1,288-47.5% | $4,050-83.3% | $2,342-71.1% |
| Participant deferral / active EE | $756 | $2,166-65.1% | $3,287-77.0% | $3,332-77.3% |
| Admin fee / account holder | $543 | $3,322-83.7% | $5,478-90.1% | $4,645-88.3% |