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 | $94,848 | $91,552+3.6% | $133,956-29.2% | $79,858+18.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 24.16% | 61.85%-37.7pp | 45.09%-20.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $959 | $2,384-59.8% | $3,919-75.5% | $2,471-61.2% |
| Participant deferral / active EE | $1,507 | $3,733-59.6% | $5,048-70.1% | $3,740-59.7% |
| Admin fee / account holder | $479 | $6,321-92.4% | $8,927-94.6% | $5,306-91.0% |