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 | $106,749-44.7% | $145,433-59.4% | $82,448-28.4% |
| Participation rate | 21.1% | 75.6%-54.6pp | 82.1%-61.1pp | 68.1%-47.0pp |
| Annual return | 18.32% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $826 | $3,444-76.0% | $4,554-81.9% | $2,551-67.6% |
| Participant deferral / active EE | $1,448 | $6,519-77.8% | $7,897-81.7% | $4,139-65.0% |
| Admin fee / account holder | $2,423 | $8,390-71.1% | $13,129-81.5% | $7,234-66.5% |