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 | $96,902 | $63,355+52.9% | $91,989+5.3% | $72,985+32.8% |
| Participation rate | 56.8% | 72.5%-15.7pp | 78.6%-21.8pp | 69.5%-12.7pp |
| Annual return | 21.86% | 35.35%-13.5pp | 69.02%-47.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $471 | $2,116-77.7% | $3,452-86.3% | $2,440-80.7% |
| Participant deferral / active EE | $1,816 | $4,883-62.8% | $5,923-69.3% | $3,607-49.7% |
| Admin fee / account holder | $13,646 | $4,668+192.3% | $7,743+76.2% | $5,124+166.3% |