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 | $88,940 | $80,724+10.2% | $103,333-13.9% | $74,495+19.4% |
| Participation rate | 17.4% | 65.7%-48.3pp | 74.5%-57.1pp | 67.2%-49.8pp |
| Annual return | 13.31% | 27.56%-14.2pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $807 | $3,157-74.4% | $3,868-79.1% | $2,623-69.2% |
| Participant deferral / active EE | $1,243 | $3,860-67.8% | $5,057-75.4% | $4,346-71.4% |
| Admin fee / account holder | $2,924 | $2,368+23.5% | $8,355-65.0% | $1,942+50.6% |