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 | $114,022 | $65,041+75.3% | $90,951+25.4% | $79,858+42.8% |
| Participation rate | 21.3% | 61.6%-40.3pp | 69.0%-47.7pp | 69.6%-48.4pp |
| Annual return | 13.99% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $515 | $1,247-58.7% | $2,122-75.7% | $2,471-79.2% |
| Participant deferral / active EE | $1,045 | $2,512-58.4% | $3,373-69.0% | $3,740-72.1% |
| Admin fee / account holder | $562 | $4,536-87.6% | $5,959-90.6% | $5,306-89.4% |