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 | $176,426 | $68,719+156.7% | $91,541+92.7% | $84,808+108.0% |
| Participation rate | 18.2% | 64.5%-46.3pp | 69.8%-51.6pp | 68.3%-50.1pp |
| Annual return | 17.97% | 19.12%-1.2pp | 20.50%-2.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $531 | $1,920-72.3% | $2,505-78.8% | $2,631-79.8% |
| Participant deferral / active EE | $767 | $3,136-75.5% | $4,008-80.9% | $4,212-81.8% |
| Admin fee / account holder | $3,254 | $5,786-43.8% | $6,956-53.2% | $7,344-55.7% |