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 | $87,958 | $98,750-10.9% | $149,696-41.2% | $79,858+10.1% |
| Participation rate | 44.3% | 75.8%-31.5pp | 82.5%-38.2pp | 69.6%-25.3pp |
| Annual return | 15.99% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,165 | $3,216-63.8% | $4,644-74.9% | $2,471-52.9% |
| Participant deferral / active EE | $1,858 | $5,680-67.3% | $6,842-72.8% | $3,740-50.3% |
| Admin fee / account holder | $845 | $6,053-86.0% | $9,309-90.9% | $5,306-84.1% |