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 | $42,975 | $80,673-46.7% | $101,326-57.6% | $84,808-49.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | 17.43% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,550 | $2,698-42.6% | $3,665-57.7% | $2,631-41.1% |
| Participant deferral / active EE | $2,067 | $6,840-69.8% | $7,994-74.1% | $4,212-50.9% |
| Admin fee / account holder | $5,365 | $12,784-58.0% | $11,185-52.0% | $7,344-26.9% |