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 8-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 | $26,837 | $73,933-63.7% | $96,683-72.2% | $75,163-64.3% |
| Participation rate | 23.4% | 66.4%-43.0pp | 74.3%-50.9pp | 67.2%-43.8pp |
| Annual return | 19.50% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $744 | $2,928-74.6% | $3,737-80.1% | $2,670-72.1% |
| Participant deferral / active EE | $979 | $3,659-73.3% | $4,878-79.9% | $4,125-76.3% |
| Admin fee / account holder | $8,549 | $5,216+63.9% | $6,730+27.0% | $5,651+51.3% |