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 | $41,768 | $63,114-33.8% | $92,893-55.0% | $65,185-35.9% |
| Participation rate | 32.2% | 68.8%-36.6pp | 76.0%-43.8pp | 70.2%-38.0pp |
| Annual return | 21.78% | 28.75%-7.0pp | 109.41%-87.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $896 | $2,571-65.2% | $3,653-75.5% | $2,177-58.8% |
| Participant deferral / active EE | $1,224 | $3,108-60.6% | $4,236-71.1% | $3,514-65.2% |
| Admin fee / account holder | $1,011 | $624+62.2% | $5,794-82.5% | $847+19.4% |