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 | $85,819 | $60,022+43.0% | $88,946-3.5% | $84,808+1.2% |
| Participation rate | 12.0% | 57.8%-45.8pp | 68.8%-56.8pp | 68.3%-56.3pp |
| Annual return | 16.22% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $321 | $1,703-81.2% | $2,555-87.5% | $2,631-87.8% |
| Participant deferral / active EE | $746 | $3,114-76.0% | $4,581-83.7% | $4,212-82.3% |
| Admin fee / account holder | $5,617 | $4,811+16.7% | $8,261-32.0% | $7,344-23.5% |