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 | $73,593 | $56,423+30.4% | $77,163-4.6% | $71,457+3.0% |
| Participation rate | 13.0% | 64.3%-51.3pp | 69.6%-56.6pp | 67.9%-54.9pp |
| Annual return | 17.39% | 19.05%-1.7pp | 37.87%-20.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $765 | $1,866-59.0% | $2,535-69.8% | $2,588-70.4% |
| Participant deferral / active EE | $1,066 | $3,142-66.1% | $3,833-72.2% | $4,289-75.2% |
| Admin fee / account holder | $11,120 | $1,429+678.2% | $5,472+103.2% | $1,587+600.6% |