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 | $21,331 | $73,933-71.1% | $96,683-77.9% | $75,163-71.6% |
| Participation rate | 65.9% | 66.4%-0.5pp | 74.3%-8.4pp | 67.2%-1.3pp |
| Annual return | 14.31% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $661 | $3,659-81.9% | $4,878-86.4% | $4,125-84.0% |
| Admin fee / account holder | $532 | $5,216-89.8% | $6,730-92.1% | $5,651-90.6% |