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 | $110,674 | $81,460+35.9% | $103,333+7.1% | $80,856+36.9% |
| Participation rate | 15.2% | 66.8%-51.7pp | 74.5%-59.4pp | 67.6%-52.5pp |
| Annual return | 10.77% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,046 | $3,105-66.3% | $3,868-73.0% | $2,755-62.0% |
| Participant deferral / active EE | $1,507 | $3,869-61.0% | $5,057-70.2% | $4,296-64.9% |
| Admin fee / account holder | $5,167 | $6,566-21.3% | $8,355-38.2% | $6,918-25.3% |