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 | $180,297 | $117,983+52.8% | $101,794+77.1% | $142,382+26.6% |
| Participation rate | 21.1% | 74.2%-53.2pp | 69.2%-48.1pp | 80.1%-59.1pp |
| Annual return | 19.21% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $551 | $2,773-80.1% | $2,289-75.9% | $4,299-87.2% |
| Participant deferral / active EE | $1,108 | $4,714-76.5% | $4,084-72.9% | $6,507-83.0% |
| Admin fee / account holder | $354 | $10,433-96.6% | $8,777-96.0% | $12,624-97.2% |