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 | $121,098 | $112,096+8.0% | $95,952+26.2% | $158,922-23.8% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 11.94% | 171.09%-159.2pp | 91.61%-79.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $826 | $3,198-74.2% | $2,541-67.5% | $4,761-82.6% |
| Participant deferral / active EE | $1,252 | $4,784-73.8% | $4,167-69.9% | $5,982-79.1% |
| Admin fee / account holder | $12,023 | $10,130+18.7% | $6,795+76.9% | $11,246+6.9% |