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 | $22,305 | $106,515-79.1% | $96,683-76.9% | $139,434-84.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.27% | 38.43%-23.2pp | 35.69%-20.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $934 | $4,103-77.2% | $3,737-75.0% | $4,751-80.3% |
| Participant deferral / active EE | $1,361 | $5,454-75.0% | $4,878-72.1% | $6,710-79.7% |
| Admin fee / account holder | $6,929 | $7,877-12.0% | $6,730+3.0% | $11,403-39.2% |