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 | $51,851 | $65,041-20.3% | $90,951-43.0% | $79,858-35.1% |
| Participation rate | 44.2% | 61.6%-17.4pp | 69.0%-24.8pp | 69.6%-25.4pp |
| Annual return | 10.40% | 30.45%-20.1pp | 134.60%-124.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $399 | $1,247-68.0% | $2,122-81.2% | $2,471-83.9% |
| Participant deferral / active EE | $896 | $2,512-64.4% | $3,373-73.5% | $3,740-76.1% |
| Admin fee / account holder | $5,346 | $4,536+17.8% | $5,959-10.3% | $5,306+0.7% |