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 | $60,633 | $171,865-64.7% | $149,718-59.5% | $147,584-58.9% |
| Participation rate | 36.4% | 88.2%-51.8pp | 87.1%-50.7pp | 82.8%-46.5pp |
| Annual return | 12.16% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $73 | $7,271-99.0% | $6,569-98.9% | $5,439-98.7% |
| Admin fee / account holder | $4,974 | $13,799-64.0% | $11,283-55.9% | $10,885-54.3% |