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 | $28,935 | $81,233-64.4% | $155,567-81.4% | $80,874-64.2% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 19.92% | 33.33%-13.4pp | 64.74%-44.8pp | 35.62%-15.7pp |
| Employer contribution / active EE | $2,131 | $3,101-31.3% | $4,674-54.4% | $2,756-22.7% |
| Participant deferral / active EE | $820 | $3,452-76.2% | $5,628-85.4% | $4,297-80.9% |
| Admin fee / account holder | $6,301 | $7,998-21.2% | $15,916-60.4% | $6,935-9.1% |