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 | $35,503 | $106,749-66.7% | $145,433-75.6% | $82,448-56.9% |
| Participation rate | 44.8% | 75.6%-30.8pp | 82.1%-37.3pp | 68.1%-23.2pp |
| Annual return | 18.16% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,572 | $3,444-54.3% | $4,554-65.5% | $2,551-38.4% |
| Participant deferral / active EE | $2,345 | $6,519-64.0% | $7,897-70.3% | $4,139-43.4% |
| Admin fee / account holder | $1,592 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |