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 | $76,402 | $63,355+20.6% | $91,989-16.9% | $72,985+4.7% |
| Participation rate | 29.1% | 72.5%-43.4pp | 78.6%-49.5pp | 69.5%-40.4pp |
| Annual return | 20.60% | 35.35%-14.7pp | 69.02%-48.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,071 | $2,116-49.4% | $3,452-69.0% | $2,440-56.1% |
| Participant deferral / active EE | $1,445 | $4,883-70.4% | $5,923-75.6% | $3,607-59.9% |
| Admin fee / account holder | $3,372 | $4,668-27.8% | $7,743-56.4% | $5,124-34.2% |