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 | $71,854 | $48,364+48.6% | $71,796+0.1% | $62,891+14.3% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 6.70% | 13.16%-6.5pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $377 | $1,042-63.8% | $1,924-80.4% | $2,281-83.5% |
| Participant deferral / active EE | $733 | $2,091-65.0% | $2,794-73.8% | $3,203-77.1% |
| Admin fee / account holder | $3,335 | $3,771-11.6% | $4,815-30.7% | $4,296-22.4% |