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 7-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 | $19,665 | $48,795-59.7% | $65,493-70.0% | $84,808-76.8% |
| Participation rate | 24.3% | 67.0%-42.7pp | 73.1%-48.8pp | 68.3%-44.0pp |
| Annual return | 18.39% | 20.20%-1.8pp | 982.45%-964.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $777 | $1,930-59.7% | $2,574-69.8% | $2,631-70.5% |
| Participant deferral / active EE | $158 | $2,928-94.6% | $3,961-96.0% | $4,212-96.3% |
| Admin fee / account holder | $5,146 | $3,877+32.7% | $5,028+2.3% | $7,344-29.9% |