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 | $113,447 | $88,083+28.8% | $164,813-31.2% | $74,495+52.3% |
| Participation rate | 29.1% | 73.0%-43.9pp | 78.6%-49.5pp | 67.2%-38.1pp |
| Annual return | 18.05% | 17.26%+0.8pp | 69.93%-51.9pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,628 | $2,593-37.2% | $4,341-62.5% | $2,623-37.9% |
| Participant deferral / active EE | $2,076 | $4,498-53.8% | $6,031-65.6% | $4,346-52.2% |
| Admin fee / account holder | $7,129 | $2,234+219.2% | $12,690-43.8% | $1,942+267.2% |