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 | $84,062 | $86,922-3.3% | $102,438-17.9% | $80,874+3.9% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.4pp | 67.6%-10.5pp |
| Annual return | 18.01% | 18.90%-0.9pp | 29.37%-11.4pp | 35.62%-17.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $909 | $4,119-77.9% | $5,054-82.0% | $4,297-78.8% |
| Admin fee / account holder | $6,805 | $8,050-15.5% | $9,448-28.0% | $6,935-1.9% |