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 | $104,783 | $76,670+36.7% | $96,683+8.4% | $71,457+46.6% |
| Participation rate | 15.0% | 66.6%-51.6pp | 74.3%-59.3pp | 67.9%-52.9pp |
| Annual return | 19.27% | 48.29%-29.0pp | 35.69%-16.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $982 | $3,031-67.6% | $3,737-73.7% | $2,588-62.1% |
| Participant deferral / active EE | $1,360 | $3,771-63.9% | $4,878-72.1% | $4,289-68.3% |
| Admin fee / account holder | $2,824 | $2,028+39.2% | $6,730-58.0% | $1,587+77.9% |