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 | $123,832 | $101,724+21.7% | $164,813-24.9% | $80,856+53.2% |
| Participation rate | 22.4% | 71.8%-49.4pp | 78.6%-56.2pp | 67.6%-45.2pp |
| Annual return | 18.68% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,229 | $4,477-72.5% | $6,031-79.6% | $4,296-71.4% |
| Admin fee / account holder | $18,818 | $8,227+128.7% | $12,690+48.3% | $6,918+172.0% |