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 | $102,378 | $78,705+30.1% | $117,854-13.1% | $70,131+46.0% |
| Participation rate | 40.4% | 73.2%-32.8pp | 79.7%-39.2pp | 69.5%-29.1pp |
| Annual return | 22.19% | 23.30%-1.1pp | 335.08%-312.9pp | 73.14%-51.0pp |
| Employer contribution / active EE | $545 | $2,223-75.5% | $3,786-85.6% | $2,342-76.7% |
| Participant deferral / active EE | $1,349 | $3,297-59.1% | $4,482-69.9% | $3,332-59.5% |
| Admin fee / account holder | $1,112 | $5,065-78.0% | $8,020-86.1% | $4,645-76.1% |