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 8-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 | $29,216 | $57,016-48.8% | $84,966-65.6% | $80,856-63.9% |
| Participation rate | 23.5% | 56.3%-32.8pp | 67.5%-44.0pp | 67.6%-44.1pp |
| Annual return | 14.03% | 21.66%-7.6pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $593 | $1,798-67.0% | $2,727-78.2% | $2,755-78.5% |
| Participant deferral / active EE | $597 | $3,110-80.8% | $4,519-86.8% | $4,296-86.1% |
| Admin fee / account holder | $450 | $4,980-91.0% | $6,149-92.7% | $6,918-93.5% |