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 | $51,861 | $74,927-30.8% | $101,794-49.1% | $84,808-38.8% |
| Participation rate | 30.9% | 61.4%-30.5pp | 69.2%-38.3pp | 68.3%-37.4pp |
| Annual return | 14.61% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $393 | $1,522-74.2% | $2,289-82.8% | $2,631-85.1% |
| Participant deferral / active EE | $616 | $3,099-80.1% | $4,084-84.9% | $4,212-85.4% |
| Admin fee / account holder | $496 | $6,514-92.4% | $8,777-94.4% | $7,344-93.2% |