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 | $59,344 | $112,096-47.1% | $95,952-38.2% | $158,922-62.7% |
| Participation rate | 27.3% | 79.0%-51.7pp | 77.1%-49.8pp | 82.0%-54.7pp |
| Annual return | 17.80% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $793 | $3,198-75.2% | $2,541-68.8% | $4,761-83.3% |
| Participant deferral / active EE | $1,377 | $4,784-71.2% | $4,167-67.0% | $5,982-77.0% |
| Admin fee / account holder | $340 | $10,130-96.6% | $6,795-95.0% | $11,246-97.0% |