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 | $133,102 | $100,773+32.1% | $88,946+49.6% | $142,382-6.5% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.8%-42.2pp | 80.1%-53.5pp |
| Annual return | 15.87% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $743 | $5,230-85.8% | $4,581-83.8% | $6,507-88.6% |
| Admin fee / account holder | $2,034 | $9,693-79.0% | $8,261-75.4% | $12,624-83.9% |