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 | $50,519 | $89,355-43.5% | $141,162-64.2% | $72,985-30.8% |
| Participation rate | 47.1% | 75.1%-28.1pp | 82.5%-35.4pp | 69.5%-22.4pp |
| Annual return | 20.56% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,000 | $3,114-67.9% | $4,735-78.9% | $2,440-59.0% |
| Participant deferral / active EE | $1,478 | $5,418-72.7% | $6,709-78.0% | $3,607-59.0% |
| Admin fee / account holder | $4,772 | $5,958-19.9% | $10,261-53.5% | $5,124-6.9% |