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 5-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 | $116,813 | $89,753+30.1% | $107,525+8.6% | $84,808+37.7% |
| Participation rate | 25.8% | 68.1%-42.3pp | 75.1%-49.3pp | 68.3%-42.5pp |
| Annual return | 17.14% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,357 | $3,113+39.9% | $3,754+16.1% | $2,631+65.6% |
| Participant deferral / active EE | $1,211 | $4,056-70.1% | $5,116-76.3% | $4,212-71.2% |
| Admin fee / account holder | $1,614 | $7,222-77.7% | $8,919-81.9% | $7,344-78.0% |