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 | $72,064 | $95,803-24.8% | $113,168-36.3% | $84,808-15.0% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $758 | $2,360-67.9% | $2,975-74.5% | $2,631-71.2% |
| Participant deferral / active EE | $1,251 | $4,242-70.5% | $5,107-75.5% | $4,212-70.3% |
| Admin fee / account holder | $11,442 | $8,989+27.3% | $12,068-5.2% | $7,344+55.8% |