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 | $52,087 | $66,098-21.2% | $101,794-48.8% | $74,304-29.9% |
| Participation rate | 34.3% | 53.8%-19.4pp | 69.2%-34.8pp | 60.3%-26.0pp |
| Annual return | 16.99% | 19.59%-2.6pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $676 | $1,082-37.5% | $2,289-70.5% | $2,241-69.8% |
| Participant deferral / active EE | $950 | $2,781-65.9% | $4,084-76.7% | $3,767-74.8% |
| Admin fee / account holder | $3,581 | $4,146-13.6% | $8,777-59.2% | $2,969+20.6% |