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 9-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 | $18,674 | $77,899-76.0% | $149,673-87.5% | $75,163-75.2% |
| Participation rate | 57.8% | 65.6%-7.8pp | 78.8%-21.0pp | 67.2%-9.4pp |
| Annual return | 18.79% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $674 | $3,137-78.5% | $4,818-86.0% | $2,670-74.8% |
| Participant deferral / active EE | $827 | $3,411-75.8% | $5,680-85.4% | $4,125-80.0% |
| Admin fee / account holder | $633 | $5,956-89.4% | $13,210-95.2% | $5,651-88.8% |