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 | $27,869 | $80,968-65.6% | $96,544-71.1% | $75,163-62.9% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 17.12% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $912 | $3,928-76.8% | $4,851-81.2% | $4,125-77.9% |
| Admin fee / account holder | $3,048 | $6,724-54.7% | $8,252-63.1% | $5,651-46.1% |