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 | $87,096 | $80,968+7.6% | $96,544-9.8% | $75,163+15.9% |
| Participation rate | 35.4% | 71.8%-36.4pp | 76.0%-40.6pp | 67.2%-31.8pp |
| Annual return | 18.09% | 27.06%-9.0pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $847 | $3,928-78.4% | $4,851-82.5% | $4,125-79.5% |
| Admin fee / account holder | $4,003 | $6,724-40.5% | $8,252-51.5% | $5,651-29.2% |