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 | $96,351 | $85,766+12.3% | $136,294-29.3% | $70,131+37.4% |
| Participation rate | 48.6% | 74.2%-25.6pp | 81.9%-33.3pp | 69.5%-21.0pp |
| Annual return | 17.36% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $959 | $2,966-67.7% | $4,695-79.6% | $2,342-59.1% |
| Participant deferral / active EE | $1,441 | $5,051-71.5% | $6,247-76.9% | $3,332-56.7% |
| Admin fee / account holder | $2,897 | $5,420-46.6% | $9,243-68.7% | $4,645-37.6% |