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 | $95,052 | $50,385+88.6% | $75,670+25.6% | $62,292+52.6% |
| Participation rate | 11.8% | 67.7%-55.9pp | 72.3%-60.5pp | 69.5%-57.7pp |
| Annual return | 18.31% | 19.90%-1.6pp | 27.34%-9.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $654 | $2,445-73.2% | $3,142-79.2% | $3,169-79.3% |
| Admin fee / account holder | $1,213 | $384+215.7% | $5,800-79.1% | $479+153.0% |