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 | $75,551 | $118,680-36.3% | $98,907-23.6% | $158,922-52.5% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 15.32% | 372.35%-357.0pp | 196.43%-181.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $512 | $3,333-84.6% | $2,689-81.0% | $4,761-89.3% |
| Participant deferral / active EE | $1,025 | $5,088-79.9% | $4,244-75.9% | $5,982-82.9% |
| Admin fee / account holder | $3,701 | $10,131-63.5% | $6,642-44.3% | $11,246-67.1% |