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 | $30,029 | $73,787-59.3% | $98,716-69.6% | $82,448-63.6% |
| Participation rate | 41.7% | 61.4%-19.7pp | 69.3%-27.6pp | 68.1%-26.4pp |
| Annual return | 17.02% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $795 | $1,511-47.4% | $2,279-65.1% | $2,551-68.8% |
| Participant deferral / active EE | $1,205 | $3,081-60.9% | $4,048-70.2% | $4,139-70.9% |
| Admin fee / account holder | $3,717 | $6,500-42.8% | $8,703-57.3% | $7,234-48.6% |