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 | $89,108 | $99,341-10.3% | $84,750+5.1% | $273,961-67.5% |
| Participation rate | 35.7% | 80.7%-45.0pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 6.14% | 22.93%-16.8pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $743 | $4,214-82.4% | $3,574-79.2% | $4,869-84.7% |
| Participant deferral / active EE | $1,017 | $4,269-76.2% | $3,712-72.6% | $5,287-80.8% |
| Admin fee / account holder | $369 | $6,644-94.4% | $5,332-93.1% | $10,132-96.4% |