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 7-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 | $39,477 | $154,228-74.4% | $145,433-72.9% | $137,256-71.2% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 16.65% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,178 | $4,804-75.5% | $4,554-74.1% | $4,156-71.7% |
| Participant deferral / active EE | $1,957 | $8,216-76.2% | $7,897-75.2% | $6,407-69.5% |
| Admin fee / account holder | $329 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |