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 | $130,773 | $104,907+24.7% | $84,611+54.6% | $152,861-14.4% |
| Participation rate | 11.8% | 74.8%-63.1pp | 68.2%-56.5pp | 82.4%-70.7pp |
| Annual return | 20.27% | 373.79%-353.5pp | 258.74%-238.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $639 | $3,302-80.7% | $2,652-75.9% | $4,762-86.6% |
| Participant deferral / active EE | $749 | $4,688-84.0% | $3,899-80.8% | $5,850-87.2% |
| Admin fee / account holder | $1,609 | $6,241-74.2% | $4,912-67.3% | $11,596-86.1% |