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 | $74,892 | $70,475+6.3% | $100,516-25.5% | $79,858-6.2% |
| Participation rate | 54.5% | 73.7%-19.1pp | 79.4%-24.9pp | 69.6%-15.1pp |
| Annual return | 23.51% | 21.90%+1.6pp | 30.89%-7.4pp | 31.71%-8.2pp |
| Employer contribution / active EE | $279 | $2,165-87.1% | $3,418-91.8% | $2,471-88.7% |
| Participant deferral / active EE | $1,596 | $5,181-69.2% | $6,270-74.5% | $3,740-57.3% |
| Admin fee / account holder | $2,199 | $4,478-50.9% | $8,081-72.8% | $5,306-58.6% |