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 | $116,882 | $89,355+30.8% | $141,162-17.2% | $72,985+60.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.5%-52.5pp | 69.5%-39.5pp |
| Annual return | 21.27% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $842 | $3,114-73.0% | $4,735-82.2% | $2,440-65.5% |
| Participant deferral / active EE | $1,667 | $5,418-69.2% | $6,709-75.2% | $3,607-53.8% |
| Admin fee / account holder | $5,792 | $5,958-2.8% | $10,261-43.6% | $5,124+13.0% |