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 | $153,879 | $118,849+29.5% | $96,562+59.4% | $167,490-8.1% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 21.21% | 50.49%-29.3pp | 37.78%-16.6pp | 478.56%-457.3pp |
| Employer contribution / active EE | $629 | $3,120-79.8% | $2,356-73.3% | $4,837-87.0% |
| Participant deferral / active EE | $298 | $4,616-93.5% | $3,849-92.3% | $6,341-95.3% |
| Admin fee / account holder | $3,050 | $8,065-62.2% | $6,181-50.6% | $12,309-75.2% |