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 | $63,236 | $65,561-3.5% | $86,188-26.6% | $75,163-15.9% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.0%-33.5pp | 67.2%-31.8pp |
| Annual return | 18.53% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $670 | $1,553-56.8% | $2,380-71.8% | $2,670-74.9% |
| Participant deferral / active EE | $1,058 | $3,024-65.0% | $3,985-73.4% | $4,125-74.3% |
| Admin fee / account holder | $3,334 | $5,474-39.1% | $6,852-51.3% | $5,651-41.0% |