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 | $79,336 | $80,673-1.7% | $101,326-21.7% | $84,808-6.5% |
| Participation rate | 59.0% | 77.8%-18.8pp | 81.5%-22.5pp | 68.3%-9.3pp |
| Annual return | 17.06% | 38.95%-21.9pp | 36.82%-19.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,818 | $2,698+4.4% | $3,665-23.1% | $2,631+7.1% |
| Participant deferral / active EE | $2,029 | $6,840-70.3% | $7,994-74.6% | $4,212-51.8% |
| Admin fee / account holder | $9,297 | $12,784-27.3% | $11,185-16.9% | $7,344+26.6% |