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 8-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 | $42,975 | $78,520-45.3% | $96,576-55.5% | $82,448-47.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 17.43% | 41.30%-23.9pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,550 | $2,630-41.1% | $3,553-56.4% | $2,551-39.3% |
| Participant deferral / active EE | $2,067 | $6,754-69.4% | $7,956-74.0% | $4,139-50.1% |
| Admin fee / account holder | $5,365 | $13,455-60.1% | $11,381-52.9% | $7,234-25.8% |