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 | $44,131 | $79,557-44.5% | $118,746-62.8% | $70,131-37.1% |
| Participation rate | 44.4% | 71.4%-26.9pp | 78.3%-33.8pp | 69.5%-25.1pp |
| Annual return | 12.96% | 25.64%-12.7pp | 24.54%-11.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $738 | $2,861-74.2% | $4,193-82.4% | $2,342-68.5% |
| Participant deferral / active EE | $1,459 | $4,089-64.3% | $5,332-72.6% | $3,332-56.2% |
| Admin fee / account holder | $5,376 | $5,3740% | $10,720-49.9% | $4,645+15.7% |