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 6-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 | $194,059 | $100,970+92.2% | $96,576+100.9% | $137,256+41.4% |
| Participation rate | 12.5% | 82.6%-70.1pp | 81.4%-68.9pp | 80.0%-67.5pp |
| Annual return | 17.44% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $308 | $3,809-91.9% | $3,553-91.3% | $4,156-92.6% |
| Participant deferral / active EE | $1,647 | $8,286-80.1% | $7,956-79.3% | $6,407-74.3% |
| Admin fee / account holder | $664 | $11,312-94.1% | $11,381-94.2% | $12,270-94.6% |