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 | $33,871 | $109,881-69.2% | $150,045-77.4% | $84,808-60.1% |
| Participation rate | 33.3% | 76.1%-42.8pp | 82.3%-49.0pp | 68.3%-35.0pp |
| Annual return | 17.97% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $857 | $3,561-75.9% | $4,693-81.7% | $2,631-67.4% |
| Participant deferral / active EE | $1,279 | $6,636-80.7% | $7,997-84.0% | $4,212-69.6% |
| Admin fee / account holder | $1,445 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |