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 | $126,402 | $88,707+42.5% | $74,183+70.4% | $273,961-53.9% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 12.41% | 11.94%+0.5pp | 17.74%-5.3pp | 41.45%-29.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $150 | $4,212-96.4% | $3,550-95.8% | $5,287-97.2% |
| Admin fee / account holder | $2,757 | $8,717-68.4% | $5,586-50.6% | $10,132-72.8% |