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 | $125,590 | $81,460+54.2% | $103,333+21.5% | $80,856+55.3% |
| Participation rate | 21.7% | 66.8%-45.1pp | 74.5%-52.8pp | 67.6%-45.9pp |
| Annual return | 14.73% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $688 | $3,869-82.2% | $5,057-86.4% | $4,296-84.0% |
| Admin fee / account holder | $14,600 | $6,566+122.3% | $8,355+74.8% | $6,918+111.0% |