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 | $29,592 | $109,881-73.1% | $150,045-80.3% | $84,808-65.1% |
| Participation rate | 48.3% | 76.1%-27.8pp | 82.3%-34.0pp | 68.3%-20.0pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,435 | $3,561-59.7% | $4,693-69.4% | $2,631-45.5% |
| Participant deferral / active EE | $2,127 | $6,636-68.0% | $7,997-73.4% | $4,212-49.5% |
| Admin fee / account holder | $7,615 | $8,568-11.1% | $13,435-43.3% | $7,344+3.7% |