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 | $59,044 | $109,881-46.3% | $150,045-60.6% | $84,808-30.4% |
| Participation rate | 21.1% | 76.1%-55.0pp | 82.3%-61.3pp | 68.3%-47.3pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $826 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $1,448 | $6,636-78.2% | $7,997-81.9% | $4,212-65.6% |
| Admin fee / account holder | $2,423 | $8,568-71.7% | $13,435-82.0% | $7,344-67.0% |