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 | $86,793 | $117,381-26.1% | $99,443-12.7% | $152,861-43.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 24.15% | 31.87%-7.7pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,491 | $3,013+148.6% | $2,540+194.9% | $4,762+57.3% |
| Participant deferral / active EE | $74 | $4,086-98.2% | $3,619-98.0% | $5,850-98.7% |
| Admin fee / account holder | $8,294 | $7,631+8.7% | $6,250+32.7% | $11,596-28.5% |