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 | $209,112 | $86,286+142.3% | $111,297+87.9% | $85,850+143.6% |
| Participation rate | 41.5% | 73.3%-31.8pp | 77.3%-35.8pp | 69.3%-27.8pp |
| Annual return | 25.28% | 19.99%+5.3pp | 54.65%-29.4pp | 318.53%-293.2pp |
| Employer contribution / active EE | $1,072 | $2,043-47.5% | $2,731-60.7% | $2,565-58.2% |
| Participant deferral / active EE | $1,610 | $3,641-55.8% | $4,487-64.1% | $3,952-59.3% |
| Admin fee / account holder | $3,652 | $8,188-55.4% | $7,964-54.1% | $6,260-41.7% |