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 | $58,526 | $96,484-39.3% | $156,263-62.5% | $74,304-21.2% |
| Participation rate | 27.3% | 67.7%-40.4pp | 78.9%-51.6pp | 60.3%-33.1pp |
| Annual return | 15.69% | 17.73%-2.0pp | 59.47%-43.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $765 | $2,528-69.7% | $4,333-82.3% | $2,241-65.9% |
| Participant deferral / active EE | $1,603 | $4,286-62.6% | $6,158-74.0% | $3,767-57.4% |
| Admin fee / account holder | $7,158 | $3,728+92.0% | $14,255-49.8% | $2,969+141.1% |