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 7-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 | $107,861 | $95,266+13.2% | $82,389+30.9% | $142,382-24.2% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.5%-60.5pp | 80.1%-71.0pp |
| Annual return | 18.78% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $643 | $2,991-78.5% | $2,517-74.4% | $4,299-85.0% |
| Participant deferral / active EE | $839 | $4,809-82.6% | $4,155-79.8% | $6,507-87.1% |
| Admin fee / account holder | $665 | $8,563-92.2% | $7,231-90.8% | $12,624-94.7% |