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 9-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 | $29,142 | $56,053-48.0% | $75,972-61.6% | $80,856-64.0% |
| Participation rate | 40.5% | 62.0%-21.5pp | 69.1%-28.5pp | 67.6%-27.1pp |
| Annual return | 10.33% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $573 | $1,874-69.4% | $2,685-78.7% | $2,755-79.2% |
| Participant deferral / active EE | $941 | $3,052-69.2% | $4,255-77.9% | $4,296-78.1% |
| Admin fee / account holder | $707 | $5,234-86.5% | $6,467-89.1% | $6,918-89.8% |