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 | $69,685 | $115,882-39.9% | $100,516-30.7% | $158,922-56.2% |
| Participation rate | 30.8% | 81.6%-50.8pp | 79.4%-48.6pp | 82.0%-51.2pp |
| Annual return | 31.76% | 34.79%-3.0pp | 30.89%+0.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $560 | $4,103-86.3% | $3,418-83.6% | $4,761-88.2% |
| Participant deferral / active EE | $685 | $6,674-89.7% | $6,270-89.1% | $5,982-88.5% |
| Admin fee / account holder | $681 | $10,995-93.8% | $8,081-91.6% | $11,246-93.9% |