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 | $88,040 | $79,944+10.1% | $98,439-10.6% | $75,163+17.1% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.2%-6.2pp | 67.2%+1.8pp |
| Annual return | 13.47% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $862 | $2,264-61.9% | $3,048-71.7% | $2,670-67.7% |
| Participant deferral / active EE | $1,059 | $3,752-71.8% | $4,738-77.6% | $4,125-74.3% |
| Admin fee / account holder | $1,955 | $6,840-71.4% | $8,948-78.2% | $5,651-65.4% |