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 | $91,417 | $57,651+58.6% | $112,229-18.5% | $71,457+27.9% |
| Participation rate | 10.7% | 58.9%-48.2pp | 72.4%-61.7pp | 67.9%-57.2pp |
| Annual return | 15.58% | 18.32%-2.7pp | 30.20%-14.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $492 | $1,913-74.3% | $3,430-85.7% | $2,588-81.0% |
| Participant deferral / active EE | $462 | $2,863-83.9% | $4,798-90.4% | $4,289-89.2% |
| Admin fee / account holder | $2,439 | $1,581+54.3% | $7,748-68.5% | $1,587+53.7% |