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 | $103,194 | $63,346+62.9% | $92,233+11.9% | $70,131+47.1% |
| Participation rate | 14.1% | 68.7%-54.6pp | 76.5%-62.4pp | 69.5%-55.4pp |
| Annual return | 16.46% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $512 | $2,471-79.3% | $3,679-86.1% | $2,342-78.1% |
| Participant deferral / active EE | $905 | $2,854-68.3% | $3,897-76.8% | $3,332-72.8% |
| Admin fee / account holder | $2,867 | $3,840-25.3% | $5,194-44.8% | $4,645-38.3% |