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 | $72,059 | $150,187-52.0% | $120,354-40.1% | $145,922-50.6% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 11.23% | 154.07%-142.8pp | 107.15%-95.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,024 | $4,348-76.4% | $3,463-70.4% | $4,660-78.0% |
| Participant deferral / active EE | $1,436 | $6,173-76.7% | $4,991-71.2% | $6,688-78.5% |
| Admin fee / account holder | $475 | $12,207-96.1% | $9,423-95.0% | $13,397-96.5% |