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 | $45,770 | $64,324-28.8% | $118,925-61.5% | $79,858-42.7% |
| Participation rate | 15.4% | 64.9%-49.5pp | 75.4%-60.0pp | 69.6%-54.2pp |
| Annual return | 20.71% | 86.45%-65.7pp | 35.88%-15.2pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,447 | $1,836-21.2% | $3,263-55.7% | $2,471-41.5% |
| Participant deferral / active EE | $670 | $2,824-76.3% | $4,265-84.3% | $3,740-82.1% |
| Admin fee / account holder | $375 | $4,040-90.7% | $6,581-94.3% | $5,306-92.9% |