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 | $40,693 | $106,749-61.9% | $145,433-72.0% | $82,448-50.6% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 19.39% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,576 | $3,444-54.3% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $2,343 | $6,519-64.1% | $7,897-70.3% | $4,139-43.4% |
| Admin fee / account holder | $1,290 | $8,390-84.6% | $13,129-90.2% | $7,234-82.2% |