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 | $79,625 | $107,334-25.8% | $92,893-14.3% | $152,861-47.9% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.0%-34.8pp | 82.4%-41.3pp |
| Annual return | 21.43% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $674 | $4,845-86.1% | $4,236-84.1% | $5,850-88.5% |
| Admin fee / account holder | $2,283 | $7,079-67.7% | $5,794-60.6% | $11,596-80.3% |