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 | $105,073 | $80,673+30.2% | $101,326+3.7% | $84,808+23.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 14.97% | 38.95%-24.0pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,844 | $2,698+5.4% | $3,665-22.4% | $2,631+8.1% |
| Participant deferral / active EE | $414 | $6,840-93.9% | $7,994-94.8% | $4,212-90.2% |
| Admin fee / account holder | $5,190 | $12,784-59.4% | $11,185-53.6% | $7,344-29.3% |