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 | $18,403 | $58,851-68.7% | $115,157-84.0% | $72,985-74.8% |
| Participation rate | 24.7% | 65.5%-40.9pp | 75.9%-51.2pp | 69.5%-44.8pp |
| Annual return | 47.00% | 23.16%+23.8pp | 35.60%+11.4pp | 81.00%-34.0pp |
| Employer contribution / active EE | $602 | $1,798-66.5% | $3,179-81.1% | $2,440-75.3% |
| Participant deferral / active EE | $902 | $2,643-65.9% | $4,168-78.4% | $3,607-75.0% |
| Admin fee / account holder | $2,502 | $6,370-60.7% | $7,088-64.7% | $5,124-51.2% |