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 | $101,677 | $72,994+39.3% | $120,354-15.5% | $77,643+31.0% |
| Participation rate | 7.8% | 55.2%-47.4pp | 71.9%-64.1pp | 70.6%-62.7pp |
| Annual return | 11.60% | 18.23%-6.6pp | 107.15%-95.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $425 | $1,793-76.3% | $3,463-87.7% | $2,726-84.4% |
| Participant deferral / active EE | $337 | $3,011-88.8% | $4,991-93.3% | $4,647-92.8% |
| Admin fee / account holder | $1,725 | $658+162.2% | $9,423-81.7% | $430+300.8% |