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 | $119,170 | $86,286+38.1% | $111,297+7.1% | $85,850+38.8% |
| Participation rate | 61.3% | 73.3%-12.0pp | 77.3%-16.0pp | 69.3%-8.0pp |
| Annual return | 13.94% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $794 | $2,043-61.1% | $2,731-70.9% | $2,565-69.0% |
| Participant deferral / active EE | $1,000 | $3,641-72.5% | $4,487-77.7% | $3,952-74.7% |
| Admin fee / account holder | $2,147 | $8,188-73.8% | $7,964-73.0% | $6,260-65.7% |