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 | $58,300 | $84,556-31.1% | $116,228-49.8% | $74,304-21.5% |
| Participation rate | 17.8% | 66.0%-48.3pp | 74.6%-56.8pp | 60.3%-42.6pp |
| Annual return | 14.05% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $648 | $2,168-70.1% | $2,994-78.3% | $2,241-71.1% |
| Participant deferral / active EE | $1,101 | $3,814-71.1% | $4,953-77.8% | $3,767-70.8% |
| Admin fee / account holder | $6,215 | $3,792+63.9% | $11,989-48.2% | $2,969+109.3% |