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 | $88,683 | $106,515-16.7% | $96,683-8.3% | $139,434-36.4% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 17.86% | 38.43%-20.6pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,587 | $4,103+11.8% | $3,737+22.8% | $4,751-3.4% |
| Participant deferral / active EE | $1,300 | $5,454-76.2% | $4,878-73.4% | $6,710-80.6% |
| Admin fee / account holder | $525 | $7,877-93.3% | $6,730-92.2% | $11,403-95.4% |