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 | $36,135 | $106,749-66.1% | $145,433-75.2% | $82,448-56.2% |
| Participation rate | 37.8% | 75.6%-37.8pp | 82.1%-44.3pp | 68.1%-30.2pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $807 | $3,444-76.6% | $4,554-82.3% | $2,551-68.3% |
| Participant deferral / active EE | $2,047 | $6,519-68.6% | $7,897-74.1% | $4,139-50.5% |
| Admin fee / account holder | $1,726 | $8,390-79.4% | $13,129-86.9% | $7,234-76.1% |