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 | $94,014 | $209,411-55.1% | $178,490-47.3% | $158,922-40.8% |
| Participation rate | 22.7% | 86.3%-63.6pp | 81.9%-59.2pp | 82.0%-59.2pp |
| Annual return | 13.42% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $750 | $5,954-87.4% | $5,202-85.6% | $5,982-87.5% |
| Admin fee / account holder | $441 | $17,074-97.4% | $13,984-96.8% | $11,246-96.1% |