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 | $14,641 | $68,097-78.5% | $62,929-76.7% | $137,256-89.3% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 15.26% | 1859.11%-1843.9pp | 1063.93%-1048.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $539 | $2,811-80.8% | $2,505-78.5% | $4,156-87.0% |
| Participant deferral / active EE | $735 | $4,553-83.9% | $3,888-81.1% | $6,407-88.5% |
| Admin fee / account holder | $1,623 | $6,521-75.1% | $5,065-68.0% | $12,270-86.8% |