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 10-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 | $90,943 | $54,762+66.1% | $90,281+0.7% | $72,985+24.6% |
| Participation rate | 8.8% | 65.1%-56.4pp | 73.3%-64.5pp | 69.5%-60.7pp |
| Annual return | 29.43% | 30.63%-1.2pp | 78.10%-48.7pp | 81.00%-51.6pp |
| Employer contribution / active EE | $264 | $2,092-87.4% | $2,854-90.7% | $2,440-89.2% |
| Participant deferral / active EE | $690 | $2,887-76.1% | $3,885-82.2% | $3,607-80.9% |
| Admin fee / account holder | $14,048 | $3,972+253.7% | $5,351+162.5% | $5,124+174.1% |