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 | $64,866 | $159,901-59.4% | $146,958-55.9% | $145,922-55.5% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 14.31% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,483 | $5,286-71.9% | $4,933-69.9% | $4,660-68.2% |
| Participant deferral / active EE | $2,537 | $8,428-69.9% | $8,070-68.6% | $6,688-62.1% |
| Admin fee / account holder | $7,908 | $15,044-47.4% | $12,998-39.2% | $13,397-41.0% |