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 9-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 | $32,270 | $89,652-64.0% | $141,162-77.1% | $65,185-50.5% |
| Participation rate | 19.6% | 74.7%-55.1pp | 82.5%-62.8pp | 70.2%-50.6pp |
| Annual return | 35.52% | 32.79%+2.7pp | 71.39%-35.9pp | 29.38%+6.1pp |
| Employer contribution / active EE | $736 | $3,065-76.0% | $4,735-84.4% | $2,177-66.2% |
| Participant deferral / active EE | $1,728 | $5,691-69.6% | $6,709-74.2% | $3,514-50.8% |
| Admin fee / account holder | $713 | $569+25.4% | $10,261-93.1% | $847-15.8% |