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 | $25,856 | $175,202-85.2% | $149,673-82.7% | $139,434-81.5% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.4pp |
| Annual return | 15.87% | 166.71%-150.8pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,182 | $5,474-78.4% | $4,818-75.5% | $4,751-75.1% |
| Participant deferral / active EE | $1,368 | $6,519-79.0% | $5,680-75.9% | $6,710-79.6% |
| Admin fee / account holder | $1,118 | $16,150-93.1% | $13,210-91.5% | $11,403-90.2% |