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 | $47,831 | $95,803-50.1% | $113,168-57.7% | $84,808-43.6% |
| Participation rate | 61.0% | 72.9%-11.9pp | 76.6%-15.6pp | 68.3%-7.3pp |
| Annual return | 18.53% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,138 | $2,360-51.8% | $2,975-61.7% | $2,631-56.7% |
| Participant deferral / active EE | $1,657 | $4,242-60.9% | $5,107-67.6% | $4,212-60.7% |
| Admin fee / account holder | $2,175 | $8,989-75.8% | $12,068-82.0% | $7,344-70.4% |