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 | $92,468 | $99,985-7.5% | $146,665-37.0% | $85,850+7.7% |
| Participation rate | 52.1% | 73.1%-21.0pp | 80.1%-28.0pp | 69.3%-17.2pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $822 | $2,559-67.9% | $4,136-80.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,753 | $4,006-56.2% | $5,506-68.2% | $3,952-55.6% |
| Admin fee / account holder | $6,818 | $7,702-11.5% | $10,280-33.7% | $6,260+8.9% |