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 | $47,425 | $90,348-47.5% | $75,972-37.6% | $145,922-67.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 10.53% | 620.88%-610.3pp | 359.55%-349.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $646 | $3,311-80.5% | $2,685-75.9% | $4,660-86.1% |
| Participant deferral / active EE | $646 | $5,162-87.5% | $4,255-84.8% | $6,688-90.3% |
| Admin fee / account holder | $376 | $8,467-95.6% | $6,467-94.2% | $13,397-97.2% |