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 | $33,138 | $93,571-64.6% | $135,903-75.6% | $75,163-55.9% |
| Participation rate | 34.4% | 75.2%-40.7pp | 81.9%-47.5pp | 67.2%-32.7pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,171 | $3,537-66.9% | $4,856-75.9% | $2,670-56.1% |
| Participant deferral / active EE | $2,279 | $6,404-64.4% | $7,758-70.6% | $4,125-44.8% |
| Admin fee / account holder | $1,739 | $6,975-75.1% | $10,762-83.8% | $5,651-69.2% |