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 | $142,942 | $80,717+77.1% | $154,803-7.7% | $84,808+68.5% |
| Participation rate | 19.2% | 66.8%-47.6pp | 78.1%-58.8pp | 68.3%-49.1pp |
| Annual return | 16.13% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $333 | $2,761-88.0% | $4,305-92.3% | $2,631-87.4% |
| Participant deferral / active EE | $650 | $3,303-80.3% | $5,540-88.3% | $4,212-84.6% |
| Admin fee / account holder | $2,332 | $6,746-65.4% | $14,329-83.7% | $7,344-68.2% |