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 | $33,821 | $65,246-48.2% | $98,716-65.7% | $67,986-50.3% |
| Participation rate | 7.6% | 51.4%-43.8pp | 69.3%-61.7pp | 57.2%-49.6pp |
| Annual return | 25.07% | 20.58%+4.5pp | 31.81%-6.7pp | 31.67%-6.6pp |
| Employer contribution / active EE | $625 | $1,042-40.1% | $2,279-72.6% | $2,019-69.1% |
| Participant deferral / active EE | $527 | $2,594-79.7% | $4,048-87.0% | $3,358-84.3% |
| Admin fee / account holder | $2,467 | $4,561-45.9% | $8,703-71.7% | $3,203-23.0% |