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 | $140,714 | $85,766+64.1% | $136,294+3.2% | $70,131+100.6% |
| Participation rate | 34.4% | 74.2%-39.8pp | 81.9%-47.5pp | 69.5%-35.2pp |
| Annual return | 22.99% | 31.45%-8.5pp | 5155.94%-5132.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,695-88.6% | $2,342-77.2% |
| Participant deferral / active EE | $1,967 | $5,051-61.1% | $6,247-68.5% | $3,332-41.0% |
| Admin fee / account holder | $2,696 | $5,420-50.3% | $9,243-70.8% | $4,645-42.0% |