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 | $40,122 | $95,453-58.0% | $112,040-64.2% | $82,448-51.3% |
| Participation rate | 44.9% | 72.8%-27.9pp | 76.5%-31.6pp | 68.1%-23.2pp |
| Annual return | 15.86% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,333 | $2,318-42.5% | $2,954-54.9% | $2,551-47.7% |
| Participant deferral / active EE | $1,788 | $4,224-57.7% | $5,098-64.9% | $4,139-56.8% |
| Admin fee / account holder | $490 | $9,013-94.6% | $12,098-96.0% | $7,234-93.2% |