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 | $96,421 | $78,672+22.6% | $109,143-11.7% | $85,850+12.3% |
| Participation rate | 34.6% | 68.3%-33.7pp | 75.9%-41.3pp | 69.3%-34.7pp |
| Annual return | 13.14% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $737 | $2,735-73.0% | $3,722-80.2% | $2,565-71.3% |
| Participant deferral / active EE | $1,292 | $3,467-62.7% | $4,653-72.2% | $3,952-67.3% |
| Admin fee / account holder | $503 | $5,469-90.8% | $6,752-92.5% | $6,260-92.0% |