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 | $81,147 | $70,428+15.2% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 51.7% | 61.8%-10.1pp | 69.8%-18.1pp | 69.3%-17.6pp |
| Annual return | 13.25% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $628 | $1,413-55.6% | $2,356-73.4% | $2,565-75.5% |
| Participant deferral / active EE | $1,089 | $2,894-62.4% | $3,849-71.7% | $3,952-72.5% |
| Admin fee / account holder | $1,310 | $4,997-73.8% | $6,181-78.8% | $6,260-79.1% |