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 | $93,168 | $48,230+93.2% | $67,502+38.0% | $80,856+15.2% |
| Participation rate | 40.6% | 66.4%-25.7pp | 72.9%-32.2pp | 67.6%-27.0pp |
| Annual return | 14.77% | 18.28%-3.5pp | 3512.12%-3497.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,347 | $2,020+164.7% | $2,731+95.8% | $2,755+94.1% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $325 | $3,681-91.2% | $3,998-91.9% | $6,918-95.3% |