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 | $94,944 | $89,753+5.8% | $107,525-11.7% | $84,808+12.0% |
| Participation rate | 37.0% | 68.1%-31.0pp | 75.1%-38.0pp | 68.3%-31.3pp |
| Annual return | 17.20% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $948 | $3,113-69.6% | $3,754-74.8% | $2,631-64.0% |
| Participant deferral / active EE | $1,234 | $4,056-69.6% | $5,116-75.9% | $4,212-70.7% |
| Admin fee / account holder | $2,864 | $7,222-60.3% | $8,919-67.9% | $7,344-61.0% |