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 | $214,801 | $106,584+101.5% | $101,326+112.0% | $142,382+50.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 14.67% | 36.93%-22.3pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,114 | $8,297-86.6% | $7,994-86.1% | $6,507-82.9% |
| Admin fee / account holder | $3,329 | $11,446-70.9% | $11,185-70.2% | $12,624-73.6% |