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 | $31,160 | $63,346-50.8% | $92,233-66.2% | $70,131-55.6% |
| Participation rate | 55.2% | 68.7%-13.5pp | 76.5%-21.3pp | 69.5%-14.4pp |
| Annual return | 19.99% | 530.12%-510.1pp | 176.28%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $10,605 | $2,471+329.1% | $3,679+188.2% | $2,342+352.7% |
| Participant deferral / active EE | $828 | $2,854-71.0% | $3,897-78.8% | $3,332-75.2% |
| Admin fee / account holder | $1,441 | $3,840-62.5% | $5,194-72.3% | $4,645-69.0% |