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 | $117,677 | $77,899+51.1% | $149,673-21.4% | $75,163+56.6% |
| Participation rate | 16.2% | 65.6%-49.4pp | 78.8%-62.5pp | 67.2%-51.0pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $421 | $3,137-86.6% | $4,818-91.3% | $2,670-84.2% |
| Participant deferral / active EE | $836 | $3,411-75.5% | $5,680-85.3% | $4,125-79.7% |
| Admin fee / account holder | $4,655 | $5,956-21.9% | $13,210-64.8% | $5,651-17.6% |