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 | $131,134 | $102,317+28.2% | $146,958-10.8% | $80,856+62.2% |
| Participation rate | 9.8% | 75.8%-66.1pp | 82.2%-72.4pp | 67.6%-57.9pp |
| Annual return | 18.47% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $704 | $6,644-89.4% | $8,070-91.3% | $4,296-83.6% |
| Admin fee / account holder | $385 | $7,941-95.2% | $12,998-97.0% | $6,918-94.4% |