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 | $66,277 | $77,503-14.5% | $100,391-34.0% | $80,856-18.0% |
| Participation rate | 38.4% | 76.9%-38.6pp | 81.5%-43.1pp | 67.6%-29.3pp |
| Annual return | 14.50% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $894 | $2,801-68.1% | $3,942-77.3% | $2,755-67.6% |
| Participant deferral / active EE | $2,236 | $6,820-67.2% | $8,082-72.3% | $4,296-47.9% |
| Admin fee / account holder | $857 | $5,897-85.5% | $7,899-89.2% | $6,918-87.6% |