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 9-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 | $46,968 | $95,803-51.0% | $113,168-58.5% | $84,808-44.6% |
| Participation rate | 60.7% | 72.9%-12.2pp | 76.6%-15.9pp | 68.3%-7.6pp |
| Annual return | 23.62% | 25.00%-1.4pp | 24.27%-0.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,692 | $2,360-28.3% | $2,975-43.1% | $2,631-35.7% |
| Participant deferral / active EE | $1,850 | $4,242-56.4% | $5,107-63.8% | $4,212-56.1% |
| Admin fee / account holder | $3,897 | $8,989-56.6% | $12,068-67.7% | $7,344-46.9% |