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 | $77,136 | $76,785+0.5% | $56,441+36.7% | $145,959-47.2% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 13.58% | 3000.51%-2986.9pp | 1704.21%-1690.6pp | 561.95%-548.4pp |
| Employer contribution / active EE | $123 | $1,381-91.1% | $1,039-88.2% | $4,661-97.4% |
| Participant deferral / active EE | $153 | $2,624-94.2% | $1,953-92.2% | $6,689-97.7% |
| Admin fee / account holder | $2,213 | $3,334-33.6% | $2,829-21.8% | $13,398-83.5% |