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 | $88,088 | $63,703+38.3% | $93,063-5.3% | $82,448+6.8% |
| Participation rate | 24.3% | 63.8%-39.5pp | 72.1%-47.8pp | 68.1%-43.7pp |
| Annual return | 15.91% | -775.43%+791.3pp | 34.15%-18.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $565 | $1,729-67.3% | $2,476-77.2% | $2,551-77.9% |
| Participant deferral / active EE | $657 | $2,919-77.5% | $3,958-83.4% | $4,139-84.1% |
| Admin fee / account holder | $4,409 | $5,982-26.3% | $6,033-26.9% | $7,234-39.1% |