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 | $96,356 | $100,923-4.5% | $150,045-35.8% | $74,304+29.7% |
| Participation rate | 32.1% | 70.1%-38.0pp | 82.3%-50.3pp | 60.3%-28.3pp |
| Annual return | 17.45% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $706 | $3,463-79.6% | $4,693-85.0% | $2,241-68.5% |
| Participant deferral / active EE | $1,524 | $6,709-77.3% | $7,997-80.9% | $3,767-59.6% |
| Admin fee / account holder | $1,755 | $2,767-36.6% | $13,435-86.9% | $2,969-40.9% |