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 8-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 | $24,400 | $127,065-80.8% | $113,168-78.4% | $142,382-82.9% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 26.09% | 24.03%+2.1pp | 24.27%+1.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,289 | $3,442-62.5% | $2,975-56.7% | $4,299-70.0% |
| Participant deferral / active EE | $1,563 | $5,716-72.7% | $5,107-69.4% | $6,507-76.0% |
| Admin fee / account holder | $320 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |