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 | $35,599 | $57,541-38.1% | $95,745-62.8% | $75,163-52.6% |
| Participation rate | 23.1% | 62.5%-39.4pp | 72.3%-49.2pp | 67.2%-44.1pp |
| Annual return | 18.09% | 34.93%-16.8pp | 28.35%-10.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $527 | $1,808-70.8% | $2,835-81.4% | $2,670-80.2% |
| Participant deferral / active EE | $689 | $3,074-77.6% | $4,245-83.8% | $4,125-83.3% |
| Admin fee / account holder | $2,814 | $4,099-31.3% | $5,678-50.4% | $5,651-50.2% |