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 | $74,927-59.9% | $101,794-70.5% | $84,808-64.6% |
| Participation rate | 41.7% | 61.4%-19.7pp | 69.2%-27.5pp | 68.3%-26.6pp |
| Annual return | 17.02% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $795 | $1,522-47.8% | $2,289-65.3% | $2,631-69.8% |
| Participant deferral / active EE | $1,205 | $3,099-61.1% | $4,084-70.5% | $4,212-71.4% |
| Admin fee / account holder | $3,717 | $6,514-42.9% | $8,777-57.6% | $7,344-49.4% |