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 | $77,240 | $100,923-23.5% | $150,045-48.5% | $74,304+4.0% |
| Participation rate | 9.9% | 70.1%-60.1pp | 82.3%-72.4pp | 60.3%-50.4pp |
| Annual return | 16.61% | 51.77%-35.2pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $663 | $3,463-80.9% | $4,693-85.9% | $2,241-70.4% |
| Participant deferral / active EE | $896 | $6,709-86.7% | $7,997-88.8% | $3,767-76.2% |
| Admin fee / account holder | $5,002 | $2,767+80.8% | $13,435-62.8% | $2,969+68.5% |