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 | $67,092 | $94,625-29.1% | $116,228-42.3% | $84,808-20.9% |
| Participation rate | 36.3% | 70.4%-34.2pp | 74.6%-38.3pp | 68.3%-32.1pp |
| Annual return | 15.34% | 20.40%-5.1pp | 90.06%-74.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $802 | $2,347-65.8% | $2,994-73.2% | $2,631-69.5% |
| Participant deferral / active EE | $1,433 | $3,972-63.9% | $4,953-71.1% | $4,212-66.0% |
| Admin fee / account holder | $8,313 | $10,091-17.6% | $11,989-30.7% | $7,344+13.2% |