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 9-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 | $9,331 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 31.6% | 66.8%-35.2pp | 78.1%-46.5pp | 68.3%-36.7pp |
| Annual return | 19.81% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $663 | $2,761-76.0% | $4,305-84.6% | $2,631-74.8% |
| Participant deferral / active EE | $824 | $3,303-75.1% | $5,540-85.1% | $4,212-80.4% |
| Admin fee / account holder | $882 | $6,746-86.9% | $14,329-93.8% | $7,344-88.0% |