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 | $37,084 | $127,065-70.8% | $113,168-67.2% | $142,382-74.0% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 17.00% | 24.03%-7.0pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,211 | $3,442-64.8% | $2,975-59.3% | $4,299-71.8% |
| Participant deferral / active EE | $1,395 | $5,716-75.6% | $5,107-72.7% | $6,507-78.6% |
| Admin fee / account holder | $11,631 | $15,736-26.1% | $12,068-3.6% | $12,624-7.9% |