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 7-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 | $63,676 | $111,535-42.9% | $105,223-39.5% | $137,256-53.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 66.30% | 237.85%-171.6pp | 180.65%-114.3pp | 220.34%-154.0pp |
| Employer contribution / active EE | $836 | $3,939-78.8% | $3,689-77.3% | $4,156-79.9% |
| Participant deferral / active EE | $1,045 | $5,500-81.0% | $5,072-79.4% | $6,407-83.7% |
| Admin fee / account holder | $3,296 | $9,721-66.1% | $8,859-62.8% | $12,270-73.1% |