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 | $39,558 | $77,813-49.2% | $123,544-68.0% | $64,186-38.4% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.3%-24.1pp | 69.6%-11.3pp |
| Annual return | 7.59% | 12.48%-4.9pp | 119.20%-111.6pp | 7.63%0pp |
| Employer contribution / active EE | $1,457 | $3,014-51.7% | $4,628-68.5% | $2,381-38.8% |
| Participant deferral / active EE | $2,176 | $5,240-58.5% | $6,426-66.1% | $3,470-37.3% |
| Admin fee / account holder | $3,454 | $5,519-37.4% | $9,284-62.8% | $4,888-29.3% |