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 | $12,290 | $81,248-84.9% | $155,509-92.1% | $80,856-84.8% |
| Participation rate | 9.8% | 66.2%-56.4pp | 78.2%-68.4pp | 67.6%-57.9pp |
| Annual return | 12.35% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $527 | $3,452-84.7% | $5,626-90.6% | $4,296-87.7% |
| Admin fee / account holder | $418 | $7,997-94.8% | $15,912-97.4% | $6,918-94.0% |