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 | $30,907 | $209,411-85.2% | $178,490-82.7% | $158,922-80.6% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 17.05% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,651 | $5,706-18.5% | $5,011-7.2% | $4,761-2.3% |
| Participant deferral / active EE | $1,973 | $5,954-66.9% | $5,202-62.1% | $5,982-67.0% |
| Admin fee / account holder | $1,658 | $17,074-90.3% | $13,984-88.1% | $11,246-85.3% |