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 | $43,596 | $80,673-46.0% | $101,326-57.0% | $84,808-48.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 81.5%-41.5pp | 68.3%-28.3pp |
| Annual return | 17.49% | 38.95%-21.5pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $120 | $2,698-95.5% | $3,665-96.7% | $2,631-95.4% |
| Participant deferral / active EE | $284 | $6,840-95.9% | $7,994-96.5% | $4,212-93.3% |
| Admin fee / account holder | $1,780 | $12,784-86.1% | $11,185-84.1% | $7,344-75.8% |