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 | $24,400 | $124,425-80.4% | $112,040-78.2% | $137,256-82.2% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 26.09% | 24.72%+1.4pp | 24.52%+1.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,289 | $3,411-62.2% | $2,954-56.4% | $4,156-69.0% |
| Participant deferral / active EE | $1,563 | $5,718-72.7% | $5,098-69.3% | $6,407-75.6% |
| Admin fee / account holder | $320 | $15,207-97.9% | $12,098-97.4% | $12,270-97.4% |