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 | $30,563 | $49,915-38.8% | $154,803-80.3% | $74,304-58.9% |
| Participation rate | 41.7% | 54.0%-12.2pp | 78.1%-36.3pp | 60.3%-18.6pp |
| Annual return | 15.58% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $400 | $1,611-75.2% | $4,305-90.7% | $2,241-82.1% |
| Participant deferral / active EE | $570 | $2,255-74.7% | $5,540-89.7% | $3,767-84.9% |
| Admin fee / account holder | $932 | $2,189-57.4% | $14,329-93.5% | $2,969-68.6% |