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 | $149,051 | $133,922+11.3% | $116,228+28.2% | $142,382+4.7% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.6%-33.6pp | 80.1%-39.2pp |
| Annual return | 15.22% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,179 | $5,672-79.2% | $4,953-76.2% | $6,507-81.9% |
| Admin fee / account holder | $3,691 | $14,945-75.3% | $11,989-69.2% | $12,624-70.8% |