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 5-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 | $36,578 | $70,475-48.1% | $100,516-63.6% | $79,858-54.2% |
| Participation rate | 26.4% | 73.7%-47.2pp | 79.4%-53.0pp | 69.6%-43.2pp |
| Annual return | 20.59% | 21.90%-1.3pp | 30.89%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $609 | $2,165-71.9% | $3,418-82.2% | $2,471-75.4% |
| Participant deferral / active EE | $804 | $5,181-84.5% | $6,270-87.2% | $3,740-78.5% |
| Admin fee / account holder | $457 | $4,478-89.8% | $8,081-94.3% | $5,306-91.4% |