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 | $121,017 | $59,263+104.2% | $96,562+25.3% | $79,386+52.4% |
| Participation rate | 17.6% | 61.9%-44.3pp | 69.8%-52.2pp | 70.7%-53.1pp |
| Annual return | 14.64% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $510 | $1,216-58.0% | $2,356-78.4% | $2,427-79.0% |
| Participant deferral / active EE | $1,040 | $2,948-64.7% | $3,849-73.0% | $4,046-74.3% |
| Admin fee / account holder | $23,279 | $658+3435.4% | $6,181+276.6% | $626+3616.1% |