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 | $115,620 | $197,591-41.5% | $177,821-35.0% | $158,922-27.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 7.88% | 58.76%-50.9pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,530 | $6,697-77.2% | $5,918-74.1% | $4,761-67.9% |
| Participant deferral / active EE | $2,432 | $8,405-71.1% | $7,714-68.5% | $5,982-59.4% |
| Admin fee / account holder | $51,866 | $15,399+236.8% | $12,427+317.4% | $11,246+361.2% |