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 | $42,557 | $76,552-44.4% | $123,892-65.6% | $62,891-32.3% |
| Participation rate | 2.4% | 73.0%-70.5pp | 81.4%-79.0pp | 69.3%-66.9pp |
| Annual return | 10.42% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $925 | $4,840-80.9% | $5,984-84.5% | $3,203-71.1% |
| Admin fee / account holder | $6,351 | $4,826+31.6% | $8,357-24.0% | $4,296+47.9% |