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 | $92,787 | $109,327-15.1% | $89,391+3.8% | $158,922-41.6% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.0%-53.7pp | 82.0%-67.7pp |
| Annual return | 17.66% | 345.68%-328.0pp | 245.62%-228.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $349 | $3,170-89.0% | $2,586-86.5% | $4,761-92.7% |
| Participant deferral / active EE | $501 | $4,598-89.1% | $3,890-87.1% | $5,982-91.6% |
| Admin fee / account holder | $523 | $6,153-91.5% | $4,881-89.3% | $11,246-95.4% |