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 | $143,054 | $118,849+20.4% | $96,562+48.1% | $167,490-14.6% |
| Participation rate | 41.2% | 75.5%-34.3pp | 69.8%-28.6pp | 82.1%-40.9pp |
| Annual return | 19.36% | 50.49%-31.1pp | 37.78%-18.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $622 | $3,120-80.1% | $2,356-73.6% | $4,837-87.1% |
| Participant deferral / active EE | $812 | $4,616-82.4% | $3,849-78.9% | $6,341-87.2% |
| Admin fee / account holder | $4,425 | $8,065-45.1% | $6,181-28.4% | $12,309-64.1% |