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 | $43,099 | $43,133-0.1% | $89,391-51.8% | $73,488-41.4% |
| Participation rate | 14.0% | 55.0%-41.0pp | 68.0%-54.0pp | 70.7%-56.7pp |
| Annual return | 21.07% | 135.66%-114.6pp | 245.62%-224.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $263 | $1,438-81.7% | $2,586-89.8% | $2,270-88.4% |
| Participant deferral / active EE | $545 | $2,445-77.7% | $3,890-86.0% | $3,740-85.4% |
| Admin fee / account holder | $1,575 | $444+254.9% | $4,881-67.7% | $513+206.9% |