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 | $25,975 | $53,777-51.7% | $134,143-80.6% | $79,858-67.5% |
| Participation rate | 20.7% | 58.8%-38.0pp | 72.2%-51.4pp | 69.6%-48.9pp |
| Annual return | 15.44% | 19.01%-3.6pp | 36.33%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $387 | $1,321-70.7% | $3,704-89.5% | $2,471-84.3% |
| Participant deferral / active EE | $890 | $2,420-63.2% | $3,499-74.6% | $3,740-76.2% |
| Admin fee / account holder | $360 | $3,984-91.0% | $6,684-94.6% | $5,306-93.2% |