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 | $19,387 | $70,669-72.6% | $169,368-88.6% | $75,163-74.2% |
| Participation rate | 22.2% | 64.8%-42.6pp | 77.1%-54.9pp | 67.2%-45.0pp |
| Annual return | 16.89% | 36.36%-19.5pp | 405.60%-388.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $452 | $2,211-79.5% | $4,013-88.7% | $2,670-83.1% |
| Participant deferral / active EE | $1,049 | $4,311-75.7% | $6,221-83.1% | $4,125-74.6% |
| Admin fee / account holder | $931 | $5,402-82.8% | $9,003-89.7% | $5,651-83.5% |