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 7-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 | $36,123 | $86,929-58.4% | $102,423-64.7% | $80,856-55.3% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.6%-25.2pp |
| Annual return | 11.71% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $948 | $2,369-60.0% | $3,023-68.7% | $2,755-65.6% |
| Participant deferral / active EE | $1,646 | $4,118-60.0% | $5,053-67.4% | $4,296-61.7% |
| Admin fee / account holder | $880 | $8,049-89.1% | $9,451-90.7% | $6,918-87.3% |