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 | $128,850 | $60,349+113.5% | $74,183+73.7% | $62,891+104.9% |
| Participation rate | 52.4% | 72.7%-20.3pp | 76.6%-24.2pp | 69.3%-16.9pp |
| Annual return | 20.97% | 21.37%-0.4pp | 17.74%+3.2pp | 20.14%+0.8pp |
| Employer contribution / active EE | $709 | $1,680-57.8% | $2,370-70.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,162 | $2,856-59.3% | $3,550-67.3% | $3,203-63.7% |
| Admin fee / account holder | $1,064 | $4,261-75.0% | $5,586-80.9% | $4,296-75.2% |