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 | $28,844 | $88,672-67.5% | $105,223-72.6% | $82,448-65.0% |
| Participation rate | 51.1% | 67.9%-16.8pp | 75.0%-23.9pp | 68.1%-17.0pp |
| Annual return | 17.51% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,443 | $4,036-64.2% | $5,072-71.5% | $4,139-65.1% |
| Admin fee / account holder | $1,684 | $7,146-76.4% | $8,859-81.0% | $7,234-76.7% |