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 5-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 | $177,275 | $81,460+117.6% | $103,333+71.6% | $80,856+119.2% |
| Participation rate | 26.7% | 66.8%-40.2pp | 74.5%-47.8pp | 67.6%-41.0pp |
| Annual return | 14.78% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $825 | $3,105-73.4% | $3,868-78.7% | $2,755-70.1% |
| Participant deferral / active EE | $1,365 | $3,869-64.7% | $5,057-73.0% | $4,296-68.2% |
| Admin fee / account holder | $70,734 | $6,566+977.2% | $8,355+746.6% | $6,918+922.5% |