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 | $22,427 | $67,984-67.0% | $65,493-65.8% | $74,304-69.8% |
| Participation rate | 45.1% | 66.3%-21.2pp | 73.1%-28.0pp | 60.3%-15.3pp |
| Annual return | 13.69% | 19.87%-6.2pp | 982.45%-968.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $704 | $2,491-71.7% | $2,574-72.7% | $2,241-68.6% |
| Participant deferral / active EE | $1,013 | $3,346-69.7% | $3,961-74.4% | $3,767-73.1% |
| Admin fee / account holder | $1,124 | $1,373-18.1% | $5,028-77.6% | $2,969-62.1% |