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 | $147,865 | $70,756+109.0% | $65,493+125.8% | $142,382+3.9% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 15.83% | 1754.89%-1739.1pp | 982.45%-966.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $417 | $2,881-85.5% | $2,574-83.8% | $4,299-90.3% |
| Participant deferral / active EE | $525 | $4,637-88.7% | $3,961-86.8% | $6,507-91.9% |
| Admin fee / account holder | $1,065 | $6,559-83.8% | $5,028-78.8% | $12,624-91.6% |