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 6-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 | $49,706 | $80,724-38.4% | $103,333-51.9% | $74,495-33.3% |
| Participation rate | 22.0% | 65.7%-43.6pp | 74.5%-52.5pp | 67.2%-45.2pp |
| Annual return | 16.94% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $912 | $3,157-71.1% | $3,868-76.4% | $2,623-65.2% |
| Participant deferral / active EE | $1,592 | $3,860-58.8% | $5,057-68.5% | $4,346-63.4% |
| Admin fee / account holder | $1,829 | $2,368-22.8% | $8,355-78.1% | $1,942-5.8% |