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 | $66,683 | $81,208-17.9% | $98,907-32.6% | $79,858-16.5% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 16.31% | 60.99%-44.7pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $877 | $1,960-55.3% | $2,689-67.4% | $2,471-64.5% |
| Participant deferral / active EE | $1,271 | $3,265-61.1% | $4,244-70.0% | $3,740-66.0% |
| Admin fee / account holder | $7,371 | $6,013+22.6% | $6,642+11.0% | $5,306+38.9% |