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 | $103,020 | $72,277+42.5% | $101,248+1.7% | $79,858+29.0% |
| Participation rate | 3.0% | 68.5%-65.4pp | 75.8%-72.8pp | 69.6%-66.6pp |
| Annual return | 10.80% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $614 | $2,692-77.2% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $774 | $3,282-76.4% | $4,370-82.3% | $3,740-79.3% |
| Admin fee / account holder | $452 | $4,400-89.7% | $5,945-92.4% | $5,306-91.5% |