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 | $88,718 | $109,881-19.3% | $150,045-40.9% | $84,808+4.6% |
| Participation rate | 35.7% | 76.1%-40.4pp | 82.3%-46.6pp | 68.3%-32.6pp |
| Annual return | 14.42% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $826 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $2,193 | $6,636-66.9% | $7,997-72.6% | $4,212-47.9% |
| Admin fee / account holder | $1,727 | $8,568-79.8% | $13,435-87.1% | $7,344-76.5% |