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 | $180,934 | $127,065+42.4% | $113,168+59.9% | $142,382+27.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 15.62% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,380 | $3,442-59.9% | $2,975-53.6% | $4,299-67.9% |
| Participant deferral / active EE | $1,647 | $5,716-71.2% | $5,107-67.8% | $6,507-74.7% |
| Admin fee / account holder | $25,977 | $15,736+65.1% | $12,068+115.3% | $12,624+105.8% |