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 | $70,432 | $217,402-67.6% | $185,823-62.1% | $167,490-57.9% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 11.68% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $4,765 | $5,873-18.9% | $5,167-7.8% | $4,837-1.5% |
| Participant deferral / active EE | $1,264 | $6,356-80.1% | $5,568-77.3% | $6,341-80.1% |
| Admin fee / account holder | $548 | $19,811-97.2% | $16,237-96.6% | $12,309-95.6% |