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 | $158,016 | $87,013+81.6% | $106,213+48.8% | $80,856+95.4% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.3%-26.6pp | 67.6%-19.0pp |
| Annual return | 10.91% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,574 | $3,986-60.5% | $5,016-68.6% | $4,296-63.4% |
| Admin fee / account holder | $1,323 | $8,431-84.3% | $11,033-88.0% | $6,918-80.9% |