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 | $74,923 | $54,541+37.4% | $78,778-4.9% | $70,131+6.8% |
| Participation rate | 24.6% | 60.8%-36.2pp | 69.2%-44.6pp | 69.5%-45.0pp |
| Annual return | 16.27% | 21.07%-4.8pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $230 | $1,089-78.8% | $1,986-88.4% | $2,342-90.2% |
| Participant deferral / active EE | $873 | $2,210-60.5% | $2,958-70.5% | $3,332-73.8% |
| Admin fee / account holder | $1,894 | $3,709-48.9% | $5,134-63.1% | $4,645-59.2% |