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 5-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 | $26,891 | $77,899-65.5% | $149,673-82.0% | $75,163-64.2% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 23.37% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,413 | $3,137-23.1% | $4,818-49.9% | $2,670-9.6% |
| Participant deferral / active EE | $511 | $3,411-85.0% | $5,680-91.0% | $4,125-87.6% |
| Admin fee / account holder | $2,526 | $5,956-57.6% | $13,210-80.9% | $5,651-55.3% |