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 | $104,951 | $78,672+33.4% | $109,143-3.8% | $85,850+22.2% |
| Participation rate | 19.6% | 68.3%-48.7pp | 75.9%-56.3pp | 69.3%-49.7pp |
| Annual return | 12.42% | 25.09%-12.7pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,194 | $2,735-56.3% | $3,722-67.9% | $2,565-53.4% |
| Participant deferral / active EE | $1,272 | $3,467-63.3% | $4,653-72.7% | $3,952-67.8% |
| Admin fee / account holder | $7,285 | $5,469+33.2% | $6,752+7.9% | $6,260+16.4% |