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 | $38,314 | $70,475-45.6% | $100,516-61.9% | $79,858-52.0% |
| Participation rate | 68.4% | 73.7%-5.2pp | 79.4%-11.0pp | 69.6%-1.2pp |
| Annual return | 13.58% | 21.90%-8.3pp | 30.89%-17.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,844 | $5,181-64.4% | $6,270-70.6% | $3,740-50.7% |
| Admin fee / account holder | $5,618 | $4,478+25.4% | $8,081-30.5% | $5,306+5.9% |