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 | $69,513 | $51,638+34.6% | $68,368+1.7% | $82,448-15.7% |
| Participation rate | 18.8% | 63.6%-44.8pp | 73.8%-54.9pp | 68.1%-49.2pp |
| Annual return | 14.88% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $398 | $2,047-80.6% | $2,649-85.0% | $2,551-84.4% |
| Participant deferral / active EE | $505 | $2,914-82.7% | $4,123-87.7% | $4,139-87.8% |
| Admin fee / account holder | $5,657 | $4,643+21.8% | $5,150+9.8% | $7,234-21.8% |