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 | $44,555 | $149,679-70.2% | $117,039-61.9% | $147,584-69.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 185.24% | 19.31%+165.9pp | 18.95%+166.3pp | 578.55%-393.3pp |
| Employer contribution / active EE | $993 | $4,937-79.9% | $3,785-73.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,135 | $4,912-76.9% | $3,929-71.1% | $5,439-79.1% |
| Admin fee / account holder | $400 | $7,856-94.9% | $5,974-93.3% | $10,885-96.3% |