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 | $98,146 | $117,983-16.8% | $101,794-3.6% | $142,382-31.1% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 16.79% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $642 | $2,773-76.9% | $2,289-72.0% | $4,299-85.1% |
| Participant deferral / active EE | $1,140 | $4,714-75.8% | $4,084-72.1% | $6,507-82.5% |
| Admin fee / account holder | $2,675 | $10,433-74.4% | $8,777-69.5% | $12,624-78.8% |