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 | $51,346 | $109,413-53.1% | $156,263-67.1% | $84,808-39.5% |
| Participation rate | 61.7% | 72.7%-11.0pp | 78.9%-17.2pp | 68.3%-6.6pp |
| Annual return | 83.83% | 20.18%+63.7pp | 59.47%+24.4pp | 40.90%+42.9pp |
| Employer contribution / active EE | $1,071 | $2,907-63.2% | $4,333-75.3% | $2,631-59.3% |
| Participant deferral / active EE | $1,809 | $4,590-60.6% | $6,158-70.6% | $4,212-57.1% |
| Admin fee / account holder | $10,653 | $9,357+13.9% | $14,255-25.3% | $7,344+45.1% |