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 | $196,662 | $117,983+66.7% | $101,794+93.2% | $142,382+38.1% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.2%-30.3pp | 80.1%-41.2pp |
| Annual return | 15.41% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $513 | $2,773-81.5% | $2,289-77.6% | $4,299-88.1% |
| Participant deferral / active EE | $917 | $4,714-80.6% | $4,084-77.6% | $6,507-85.9% |
| Admin fee / account holder | $775 | $10,433-92.6% | $8,777-91.2% | $12,624-93.9% |