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 | $106,584+82.1% | $101,326+91.5% | $142,382+36.3% |
| Participation rate | 12.5% | 82.7%-70.2pp | 81.5%-69.0pp | 80.1%-67.6pp |
| Annual return | 17.44% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $308 | $3,956-92.2% | $3,665-91.6% | $4,299-92.8% |
| Participant deferral / active EE | $1,647 | $8,297-80.1% | $7,994-79.4% | $6,507-74.7% |
| Admin fee / account holder | $664 | $11,446-94.2% | $11,185-94.1% | $12,624-94.7% |