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 | $143,980 | $103,966+38.5% | $112,887+27.5% | $75,163+91.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 80.5%-20.5pp | 67.2%-7.2pp |
| Annual return | 17.83% | 24.54%-6.7pp | 34.10%-16.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,058 | $3,870-72.7% | $4,563-76.8% | $2,670-60.4% |
| Participant deferral / active EE | $1,761 | $5,456-67.7% | $6,513-73.0% | $4,125-57.3% |
| Admin fee / account holder | $2,310 | $7,663-69.9% | $7,047-67.2% | $5,651-59.1% |