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 | $49,435 | $202,318-75.6% | $172,739-71.4% | $152,861-67.7% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.4%-44.0pp |
| Annual return | 16.91% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,800 | $5,856-69.3% | $5,143-65.0% | $4,762-62.2% |
| Participant deferral / active EE | $1,886 | $5,948-68.3% | $5,198-63.7% | $5,850-67.8% |
| Admin fee / account holder | $2,001 | $17,109-88.3% | $13,954-85.7% | $11,596-82.7% |