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 6-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 | $68,044 | $214,378-68.3% | $200,582-66.1% | $142,382-52.2% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 13.36% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,564 | $6,841-77.1% | $6,419-75.6% | $4,299-63.6% |
| Participant deferral / active EE | $2,442 | $9,865-75.2% | $9,331-73.8% | $6,507-62.5% |
| Admin fee / account holder | $6,923 | $17,692-60.9% | $16,305-57.5% | $12,624-45.2% |