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 8-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 | $9,003 | $80,717-88.8% | $154,803-94.2% | $84,808-89.4% |
| Participation rate | 18.4% | 66.8%-48.4pp | 78.1%-59.6pp | 68.3%-49.9pp |
| Annual return | 28.22% | 37.96%-9.7pp | 58.88%-30.7pp | 40.90%-12.7pp |
| Employer contribution / active EE | $372 | $2,761-86.5% | $4,305-91.4% | $2,631-85.9% |
| Participant deferral / active EE | $694 | $3,303-79.0% | $5,540-87.5% | $4,212-83.5% |
| Admin fee / account holder | $443 | $6,746-93.4% | $14,329-96.9% | $7,344-94.0% |