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 | $56,445 | $76,552-26.3% | $123,892-54.4% | $62,891-10.2% |
| Participation rate | 34.2% | 73.0%-38.8pp | 81.4%-47.2pp | 69.3%-35.1pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $998 | $2,883-65.4% | $4,617-78.4% | $2,281-56.2% |
| Participant deferral / active EE | $2,031 | $4,840-58.0% | $5,984-66.1% | $3,203-36.6% |
| Admin fee / account holder | $2,529 | $4,826-47.6% | $8,357-69.7% | $4,296-41.1% |