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 | $171,012 | $86,286+98.2% | $111,297+53.7% | $85,850+99.2% |
| Participation rate | 15.4% | 73.3%-57.9pp | 77.3%-61.9pp | 69.3%-53.9pp |
| Annual return | 20.07% | 19.99%+0.1pp | 54.65%-34.6pp | 318.53%-298.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $960 | $3,641-73.6% | $4,487-78.6% | $3,952-75.7% |
| Admin fee / account holder | $822 | $8,188-90.0% | $7,964-89.7% | $6,260-86.9% |