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 | $43,965 | $95,453-53.9% | $112,040-60.8% | $82,448-46.7% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.5%-7.7pp | 68.1%+0.7pp |
| Annual return | 18.52% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,532 | $2,318-33.9% | $2,954-48.1% | $2,551-40.0% |
| Participant deferral / active EE | $1,879 | $4,224-55.5% | $5,098-63.1% | $4,139-54.6% |
| Admin fee / account holder | $1,644 | $9,013-81.8% | $12,098-86.4% | $7,234-77.3% |