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 7-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 | $32,910 | $58,577-43.8% | $83,333-60.5% | $64,186-48.7% |
| Participation rate | 67.7% | 72.0%-4.3pp | 77.8%-10.0pp | 69.6%-1.8pp |
| Annual return | -4.98% | 9.65%-14.6pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $531 | $2,098-74.7% | $3,379-84.3% | $2,381-77.7% |
| Participant deferral / active EE | $1,887 | $4,654-59.5% | $5,565-66.1% | $3,470-45.6% |
| Admin fee / account holder | $465 | $9,275-95.0% | $7,510-93.8% | $4,888-90.5% |