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 | $76,590 | $72,492+5.7% | $87,100-12.1% | $72,985+4.9% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 16.63% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $7,568 | $1,894+299.6% | $2,521+200.1% | $2,440+210.2% |
| Participant deferral / active EE | $331 | $3,270-89.9% | $4,049-91.8% | $3,607-90.8% |
| Admin fee / account holder | $15,956 | $5,055+215.7% | $7,497+112.8% | $5,124+211.4% |