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 | $80,641 | $85,766-6.0% | $136,294-40.8% | $70,131+15.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,126 | $2,966-62.0% | $4,695-76.0% | $2,342-51.9% |
| Participant deferral / active EE | $2,139 | $5,051-57.7% | $6,247-65.8% | $3,332-35.8% |
| Admin fee / account holder | $9,244 | $5,420+70.5% | $9,2430% | $4,645+99.0% |