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 | $223,689 | $89,753+149.2% | $107,525+108.0% | $84,808+163.8% |
| Participation rate | 23.9% | 68.1%-44.1pp | 75.1%-51.2pp | 68.3%-44.4pp |
| Annual return | 18.82% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $855 | $3,113-72.5% | $3,754-77.2% | $2,631-67.5% |
| Participant deferral / active EE | $1,567 | $4,056-61.4% | $5,116-69.4% | $4,212-62.8% |
| Admin fee / account holder | $9,861 | $7,222+36.5% | $8,919+10.6% | $7,344+34.3% |