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 | $25,375 | $106,749-76.2% | $145,433-82.6% | $82,448-69.2% |
| Participation rate | 24.0% | 75.6%-51.6pp | 82.1%-58.1pp | 68.1%-44.1pp |
| Annual return | 44.06% | 27.59%+16.5pp | 66.58%-22.5pp | 41.64%+2.4pp |
| Employer contribution / active EE | $1,062 | $3,444-69.2% | $4,554-76.7% | $2,551-58.4% |
| Participant deferral / active EE | $2,342 | $6,519-64.1% | $7,897-70.3% | $4,139-43.4% |
| Admin fee / account holder | $2,282 | $8,390-72.8% | $13,129-82.6% | $7,234-68.5% |