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 | $138,990 | $72,277+92.3% | $101,248+37.3% | $79,858+74.0% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 16.35% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $871 | $3,282-73.5% | $4,370-80.1% | $3,740-76.7% |
| Admin fee / account holder | $1,649 | $4,400-62.5% | $5,945-72.3% | $5,306-68.9% |