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 | $79,969 | $138,347-42.2% | $184,203-56.6% | $80,856-1.1% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.6%-2.3pp |
| Annual return | 19.54% | 20.02%-0.5pp | 28.81%-9.3pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,254 | $4,850-53.5% | $6,427-64.9% | $2,755-18.2% |
| Participant deferral / active EE | $3,028 | $7,071-57.2% | $9,131-66.8% | $4,296-29.5% |
| Admin fee / account holder | $10,264 | $10,483-2.1% | $13,901-26.2% | $6,918+48.4% |