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 | $143,630 | $214,378-33.0% | $200,582-28.4% | $142,382+0.9% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 17.14% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,762 | $6,841-1.2% | $6,419+5.3% | $4,299+57.3% |
| Participant deferral / active EE | $2,772 | $9,865-71.9% | $9,331-70.3% | $6,507-57.4% |
| Admin fee / account holder | $1,168 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |