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 | $99,795 | $53,822+85.4% | $75,696+31.8% | $85,850+16.2% |
| Participation rate | 37.0% | 69.1%-32.1pp | 74.8%-37.9pp | 69.3%-32.4pp |
| Annual return | 14.24% | 24.54%-10.3pp | 104.53%-90.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $832 | $2,895-71.3% | $3,821-78.2% | $3,952-78.9% |
| Admin fee / account holder | $1,949 | $3,343-41.7% | $3,619-46.1% | $6,260-68.9% |