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 | $80,705-27.8% | $115,768-49.6% | $67,986-14.2% |
| Participation rate | 17.8% | 63.0%-45.2pp | 74.4%-56.6pp | 57.2%-39.4pp |
| Annual return | 14.05% | 18.49%-4.4pp | 100.46%-86.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $648 | $2,046-68.3% | $2,940-77.9% | $2,019-67.9% |
| Participant deferral / active EE | $1,101 | $3,559-69.1% | $4,917-77.6% | $3,358-67.2% |
| Admin fee / account holder | $6,215 | $4,135+50.3% | $12,439-50.0% | $3,203+94.0% |