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 | $112,582 | $171,164-34.2% | $127,761-11.9% | $152,861-26.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.0%-16.5pp | 82.4%-19.9pp |
| Annual return | 23.86% | 23.54%+0.3pp | 26.14%-2.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,312 | $5,447-75.9% | $4,574-71.3% | $4,762-72.4% |
| Participant deferral / active EE | $1,951 | $7,038-72.3% | $6,021-67.6% | $5,850-66.7% |
| Admin fee / account holder | $2,241 | $14,530-84.6% | $9,395-76.1% | $11,596-80.7% |