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 | $68,920 | $159,934-56.9% | $147,005-53.1% | $145,959-52.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 22.00% | 98.24%-76.2pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,793 | $5,287-66.1% | $4,934-63.7% | $4,661-61.5% |
| Participant deferral / active EE | $2,241 | $8,427-73.4% | $8,070-72.2% | $6,689-66.5% |
| Admin fee / account holder | $2,474 | $15,053-83.6% | $13,006-81.0% | $13,398-81.5% |