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 | $35,503 | $79,013-55.1% | $100,391-64.6% | $74,495-52.3% |
| Participation rate | 35.8% | 79.5%-43.6pp | 81.5%-45.6pp | 67.2%-31.4pp |
| Annual return | 20.54% | 20.41%+0.1pp | 49.20%-28.7pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,258 | $3,021-58.4% | $3,942-68.1% | $2,623-52.0% |
| Participant deferral / active EE | $3,566 | $7,760-54.0% | $8,082-55.9% | $4,346-17.9% |
| Admin fee / account holder | $812 | $1,320-38.5% | $7,899-89.7% | $1,942-58.2% |