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 8-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 | $101,706 | $89,753+13.3% | $107,525-5.4% | $84,808+19.9% |
| Participation rate | 17.7% | 68.1%-50.3pp | 75.1%-57.3pp | 68.3%-50.6pp |
| Annual return | 19.15% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $985 | $3,113-68.4% | $3,754-73.8% | $2,631-62.6% |
| Participant deferral / active EE | $1,440 | $4,056-64.5% | $5,116-71.8% | $4,212-65.8% |
| Admin fee / account holder | $1,097 | $7,222-84.8% | $8,919-87.7% | $7,344-85.1% |