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 | $71,059 | $102,966-31.0% | $90,281-21.3% | $152,861-53.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 37.27% | 95.16%-57.9pp | 78.10%-40.8pp | 345.32%-308.1pp |
| Employer contribution / active EE | $2,334 | $3,139-25.6% | $2,854-18.2% | $4,762-51.0% |
| Participant deferral / active EE | $227 | $4,281-94.7% | $3,885-94.2% | $5,850-96.1% |
| Admin fee / account holder | $3,449 | $6,171-44.1% | $5,351-35.5% | $11,596-70.3% |