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 | $52,491 | $165,335-68.3% | $149,696-64.9% | $158,922-67.0% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 14.04% | 348.15%-334.1pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,456 | $5,103-71.5% | $4,644-68.7% | $4,761-69.4% |
| Participant deferral / active EE | $2,015 | $7,181-71.9% | $6,842-70.5% | $5,982-66.3% |
| Admin fee / account holder | $4,015 | $10,807-62.9% | $9,309-56.9% | $11,246-64.3% |