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 | $120,875 | $109,881+10.0% | $150,045-19.4% | $84,808+42.5% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.0pp | 68.3%-5.0pp |
| Annual return | 23.09% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $909 | $3,561-74.5% | $4,693-80.6% | $2,631-65.4% |
| Participant deferral / active EE | $1,992 | $6,636-70.0% | $7,997-75.1% | $4,212-52.7% |
| Admin fee / account holder | $9,174 | $8,568+7.1% | $13,435-31.7% | $7,344+24.9% |