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 6-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 | $25,795 | $80,673-68.0% | $101,326-74.5% | $84,808-69.6% |
| Participation rate | 46.9% | 77.8%-30.8pp | 81.5%-34.6pp | 68.3%-21.4pp |
| Annual return | 16.68% | 38.95%-22.3pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $561 | $2,698-79.2% | $3,665-84.7% | $2,631-78.7% |
| Participant deferral / active EE | $1,941 | $6,840-71.6% | $7,994-75.7% | $4,212-53.9% |
| Admin fee / account holder | $1,602 | $12,784-87.5% | $11,185-85.7% | $7,344-78.2% |