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 | $30,195 | $85,766-64.8% | $136,294-77.8% | $70,131-56.9% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 22.89% | 31.45%-8.6pp | 5155.94%-5133.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $1,318 | $2,966-55.6% | $4,695-71.9% | $2,342-43.7% |
| Participant deferral / active EE | $2,100 | $5,051-58.4% | $6,247-66.4% | $3,332-37.0% |
| Admin fee / account holder | $1,872 | $5,420-65.5% | $9,243-79.7% | $4,645-59.7% |