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 7-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 | $88,257 | $72,277+22.1% | $101,248-12.8% | $79,858+10.5% |
| Participation rate | 16.1% | 68.5%-52.4pp | 75.8%-59.7pp | 69.6%-53.6pp |
| Annual return | 16.34% | 22.30%-6.0pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $995 | $2,692-63.0% | $3,660-72.8% | $2,471-59.7% |
| Participant deferral / active EE | $1,042 | $3,282-68.2% | $4,370-76.2% | $3,740-72.1% |
| Admin fee / account holder | $1,106 | $4,400-74.9% | $5,945-81.4% | $5,306-79.1% |