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 | $37,369 | $109,881-66.0% | $150,045-75.1% | $84,808-55.9% |
| Participation rate | 28.7% | 76.1%-47.4pp | 82.3%-53.6pp | 68.3%-39.6pp |
| Annual return | 14.17% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,015 | $3,561-71.5% | $4,693-78.4% | $2,631-61.4% |
| Participant deferral / active EE | $1,654 | $6,636-75.1% | $7,997-79.3% | $4,212-60.7% |
| Admin fee / account holder | $363 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |