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 | $24,468 | $50,982-52.0% | $154,803-84.2% | $85,563-71.4% |
| Participation rate | 18.9% | 59.8%-40.9pp | 78.1%-59.2pp | 66.0%-47.1pp |
| Annual return | 12.58% | 30.35%-17.8pp | 58.88%-46.3pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,152 | $1,708-32.6% | $4,305-73.2% | $2,654-56.6% |
| Participant deferral / active EE | $596 | $2,474-75.9% | $5,540-89.2% | $4,375-86.4% |
| Admin fee / account holder | $6,130 | $846+624.7% | $14,329-57.2% | $834+634.9% |