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 9-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 | $34,914 | $86,929-59.8% | $102,423-65.9% | $80,856-56.8% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.6%-14.3pp |
| Annual return | 12.23% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $969 | $2,369-59.1% | $3,023-67.9% | $2,755-64.8% |
| Participant deferral / active EE | $1,520 | $4,118-63.1% | $5,053-69.9% | $4,296-64.6% |
| Admin fee / account holder | $1,265 | $8,049-84.3% | $9,451-86.6% | $6,918-81.7% |