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 | $79,146 | $58,512+35.3% | $84,015-5.8% | $72,985+8.4% |
| Participation rate | 30.9% | 61.2%-30.3pp | 69.0%-38.1pp | 69.5%-38.6pp |
| Annual return | 20.94% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $586 | $1,163-49.6% | $1,983-70.5% | $2,440-76.0% |
| Participant deferral / active EE | $860 | $2,394-64.1% | $3,239-73.5% | $3,607-76.2% |
| Admin fee / account holder | $8,866 | $4,569+94.1% | $6,101+45.3% | $5,124+73.0% |