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 | $180,055 | $80,673+123.2% | $101,326+77.7% | $84,808+112.3% |
| Participation rate | 7.4% | 77.8%-70.4pp | 81.5%-74.1pp | 68.3%-60.9pp |
| Annual return | 17.66% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $115 | $2,698-95.8% | $3,665-96.9% | $2,631-95.6% |
| Participant deferral / active EE | $1,166 | $6,840-83.0% | $7,994-85.4% | $4,212-72.3% |
| Admin fee / account holder | $687 | $12,784-94.6% | $11,185-93.9% | $7,344-90.7% |