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 | $66,098-48.8% | $101,794-66.8% | $74,304-54.5% |
| Participation rate | 7.6% | 53.8%-46.1pp | 69.2%-61.5pp | 60.3%-52.7pp |
| Annual return | 25.07% | 19.59%+5.5pp | 30.53%-5.5pp | 29.43%-4.4pp |
| Employer contribution / active EE | $625 | $1,082-42.2% | $2,289-72.7% | $2,241-72.1% |
| Participant deferral / active EE | $527 | $2,781-81.1% | $4,084-87.1% | $3,767-86.0% |
| Admin fee / account holder | $2,467 | $4,146-40.5% | $8,777-71.9% | $2,969-16.9% |