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 | $129,558 | $86,286+50.1% | $111,297+16.4% | $85,850+50.9% |
| Participation rate | 28.3% | 73.3%-45.1pp | 77.3%-49.0pp | 69.3%-41.1pp |
| Annual return | 24.50% | 19.99%+4.5pp | 54.65%-30.2pp | 318.53%-294.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,650 | $3,641-54.7% | $4,487-63.2% | $3,952-58.3% |
| Admin fee / account holder | $876 | $8,188-89.3% | $7,964-89.0% | $6,260-86.0% |