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 7-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 | $47,831 | $95,453-49.9% | $112,040-57.3% | $82,448-42.0% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.5%-15.5pp | 68.1%-7.1pp |
| Annual return | 18.53% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,138 | $2,318-50.9% | $2,954-61.5% | $2,551-55.4% |
| Participant deferral / active EE | $1,657 | $4,224-60.8% | $5,098-67.5% | $4,139-60.0% |
| Admin fee / account holder | $2,175 | $9,013-75.9% | $12,098-82.0% | $7,234-69.9% |