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 9-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 | $20,508 | $49,915-58.9% | $154,803-86.8% | $74,304-72.4% |
| Participation rate | 12.6% | 54.0%-41.4pp | 78.1%-65.5pp | 60.3%-47.8pp |
| Annual return | 14.64% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $320 | $1,611-80.2% | $4,305-92.6% | $2,241-85.7% |
| Participant deferral / active EE | $557 | $2,255-75.3% | $5,540-89.9% | $3,767-85.2% |
| Admin fee / account holder | $6,932 | $2,189+216.7% | $14,329-51.6% | $2,969+133.5% |