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 | $76,841 | $104,907-26.8% | $84,611-9.2% | $152,861-49.7% |
| Participation rate | 13.3% | 74.8%-61.5pp | 68.2%-54.9pp | 82.4%-69.1pp |
| Annual return | 19.13% | 373.79%-354.7pp | 258.74%-239.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $459 | $3,302-86.1% | $2,652-82.7% | $4,762-90.4% |
| Participant deferral / active EE | $777 | $4,688-83.4% | $3,899-80.1% | $5,850-86.7% |
| Admin fee / account holder | $17,467 | $6,241+179.9% | $4,912+255.6% | $11,596+50.6% |