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 | $82,987 | $58,208+42.6% | $81,812+1.4% | $80,856+2.6% |
| Participation rate | 13.3% | 63.4%-50.1pp | 72.3%-59.0pp | 67.6%-54.3pp |
| Annual return | 13.89% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $401 | $2,340-82.8% | $2,912-86.2% | $2,755-85.4% |
| Participant deferral / active EE | $595 | $3,281-81.9% | $4,319-86.2% | $4,296-86.2% |
| Admin fee / account holder | $3,584 | $4,981-28.0% | $7,386-51.5% | $6,918-48.2% |