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 | $153,341 | $72,277+112.2% | $101,248+51.5% | $79,858+92.0% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 12.20% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,944 | $2,692+9.4% | $3,660-19.5% | $2,471+19.2% |
| Participant deferral / active EE | $1,343 | $3,282-59.1% | $4,370-69.3% | $3,740-64.1% |
| Admin fee / account holder | $787 | $4,400-82.1% | $5,945-86.8% | $5,306-85.2% |