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 | $40,482 | $89,753-54.9% | $107,525-62.4% | $84,808-52.3% |
| Participation rate | 31.8% | 68.1%-36.2pp | 75.1%-43.3pp | 68.3%-36.5pp |
| Annual return | 18.03% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $924 | $3,113-70.3% | $3,754-75.4% | $2,631-64.9% |
| Participant deferral / active EE | $1,269 | $4,056-68.7% | $5,116-75.2% | $4,212-69.9% |
| Admin fee / account holder | $553 | $7,222-92.3% | $8,919-93.8% | $7,344-92.5% |