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 | $45,728 | $65,365-30.0% | $92,893-50.8% | $72,985-37.3% |
| Participation rate | 38.5% | 68.3%-29.9pp | 76.0%-37.5pp | 69.5%-31.0pp |
| Annual return | 67.85% | 42.10%+25.7pp | 109.41%-41.6pp | 81.00%-13.2pp |
| Employer contribution / active EE | $814 | $2,594-68.6% | $3,653-77.7% | $2,440-66.6% |
| Participant deferral / active EE | $1,073 | $3,128-65.7% | $4,236-74.7% | $3,607-70.3% |
| Admin fee / account holder | $3,074 | $4,251-27.7% | $5,794-47.0% | $5,124-40.0% |