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 | $30,004 | $93,571-67.9% | $135,903-77.9% | $75,163-60.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.0pp | 67.2%-24.3pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $792 | $3,537-77.6% | $4,856-83.7% | $2,670-70.3% |
| Participant deferral / active EE | $1,511 | $6,404-76.4% | $7,758-80.5% | $4,125-63.4% |
| Admin fee / account holder | $629 | $6,975-91.0% | $10,762-94.2% | $5,651-88.9% |