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 | $93,817 | $53,345+75.9% | $121,098-22.5% | $74,419+26.1% |
| Participation rate | 11.5% | 60.0%-48.5pp | 69.5%-58.0pp | 70.7%-59.2pp |
| Annual return | 22.11% | 35.15%-13.0pp | 985.75%-963.6pp | 34.38%-12.3pp |
| Employer contribution / active EE | $423 | $1,898-77.7% | $4,164-89.9% | $2,637-84.0% |
| Participant deferral / active EE | $789 | $3,221-75.5% | $4,080-80.7% | $4,528-82.6% |
| Admin fee / account holder | $575 | $382+50.5% | $5,644-89.8% | $348+65.2% |