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 | $127,597 | $78,422+62.7% | $95,952+33.0% | $79,858+59.8% |
| Participation rate | 38.1% | 73.5%-35.4pp | 77.1%-39.0pp | 69.6%-31.5pp |
| Annual return | 13.29% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $683 | $1,945-64.9% | $2,541-73.1% | $2,471-72.4% |
| Participant deferral / active EE | $1,534 | $3,440-55.4% | $4,167-63.2% | $3,740-59.0% |
| Admin fee / account holder | $22,905 | $5,622+307.4% | $6,795+237.1% | $5,306+331.7% |