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 | $209,336-67.5% | $197,124-65.5% | $137,256-50.4% |
| Participation rate | 61.5% | 87.3%-25.8pp | 86.7%-25.2pp | 80.0%-18.4pp |
| Annual return | 13.36% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,564 | $6,591-76.3% | $6,227-74.9% | $4,156-62.4% |
| Participant deferral / active EE | $2,442 | $9,614-74.6% | $9,135-73.3% | $6,407-61.9% |
| Admin fee / account holder | $6,923 | $17,308-60.0% | $16,298-57.5% | $12,270-43.6% |