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 | $97,067 | $56,277+72.5% | $80,975+19.9% | $62,891+54.3% |
| Participation rate | 32.4% | 69.0%-36.6pp | 75.8%-43.5pp | 69.3%-37.0pp |
| Annual return | 9.04% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,025 | $4,195-75.6% | $5,696-82.0% | $3,203-68.0% |
| Admin fee / account holder | $748 | $3,741-80.0% | $5,516-86.4% | $4,296-82.6% |