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 | $61,549 | $112,881-45.5% | $90,951-32.3% | $158,922-61.3% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 12.29% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $549 | $2,893-81.0% | $2,122-74.1% | $4,761-88.5% |
| Participant deferral / active EE | $712 | $4,128-82.8% | $3,373-78.9% | $5,982-88.1% |
| Admin fee / account holder | $8,128 | $8,041+1.1% | $5,959+36.4% | $11,246-27.7% |