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 | $27,628 | $114,047-75.8% | $96,139-71.3% | $167,490-83.5% |
| Participation rate | 21.1% | 75.1%-54.0pp | 68.4%-47.4pp | 82.1%-61.1pp |
| Annual return | 15.32% | 189.88%-174.6pp | 191.94%-176.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $853 | $5,194-83.6% | $4,349-80.4% | $6,341-86.6% |
| Admin fee / account holder | $893 | $6,897-87.1% | $5,537-83.9% | $12,309-92.7% |