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 | $80,825 | $91,552-11.7% | $133,956-39.7% | $79,858+1.2% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | 25.39% | 61.85%-36.5pp | 45.09%-19.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,584 | $3,733-57.6% | $5,048-68.6% | $3,740-57.7% |
| Admin fee / account holder | $4,456 | $6,321-29.5% | $8,927-50.1% | $5,306-16.0% |