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 | $94,131 | $172,478-45.4% | $145,661-35.4% | $142,382-33.9% |
| Participation rate | 53.3% | 80.1%-26.8pp | 77.2%-23.9pp | 80.1%-26.8pp |
| Annual return | 9.96% | 151.09%-141.1pp | 101.46%-91.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,598 | $4,899-67.4% | $4,238-62.3% | $4,299-62.8% |
| Participant deferral / active EE | $2,029 | $8,348-75.7% | $7,198-71.8% | $6,507-68.8% |
| Admin fee / account holder | $6,102 | $16,864-63.8% | $12,466-51.1% | $12,624-51.7% |