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 | $96,500 | $65,561+47.2% | $86,188+12.0% | $75,163+28.4% |
| Participation rate | 31.0% | 60.5%-29.5pp | 69.0%-37.9pp | 67.2%-36.2pp |
| Annual return | 15.34% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $743 | $1,553-52.1% | $2,380-68.8% | $2,670-72.2% |
| Participant deferral / active EE | $924 | $3,024-69.4% | $3,985-76.8% | $4,125-77.6% |
| Admin fee / account holder | $11,927 | $5,474+117.9% | $6,852+74.1% | $5,651+111.1% |