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 | $76,993 | $72,012+6.9% | $185,823-58.6% | $79,858-3.6% |
| Participation rate | 30.2% | 65.8%-35.6pp | 78.0%-47.8pp | 69.6%-39.4pp |
| Annual return | 23.44% | 23.12%+0.3pp | 35.95%-12.5pp | 31.71%-8.3pp |
| Employer contribution / active EE | $518 | $1,965-73.6% | $4,087-87.3% | $2,471-79.0% |
| Participant deferral / active EE | $553 | $3,779-85.4% | $5,632-90.2% | $3,740-85.2% |
| Admin fee / account holder | $5,866 | $4,513+30.0% | $9,500-38.3% | $5,306+10.6% |