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 | $99,493 | $78,705+26.4% | $117,854-15.6% | $70,131+41.9% |
| Participation rate | 25.5% | 73.2%-47.7pp | 79.7%-54.2pp | 69.5%-44.1pp |
| Annual return | 13.55% | 23.30%-9.7pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,105 | $2,223-50.3% | $3,786-70.8% | $2,342-52.8% |
| Participant deferral / active EE | $1,259 | $3,297-61.8% | $4,482-71.9% | $3,332-62.2% |
| Admin fee / account holder | $2,666 | $5,065-47.4% | $8,020-66.8% | $4,645-42.6% |