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 | $108,470 | $77,145+40.6% | $108,410+0.1% | $85,850+26.3% |
| Participation rate | 48.1% | 74.7%-26.5pp | 80.1%-32.0pp | 69.3%-21.2pp |
| Annual return | 16.22% | 44.54%-28.3pp | 905.27%-889.1pp | 318.53%-302.3pp |
| Employer contribution / active EE | $973 | $2,379-59.1% | $3,558-72.7% | $2,565-62.1% |
| Participant deferral / active EE | $2,485 | $5,566-55.4% | $6,563-62.1% | $3,952-37.1% |
| Admin fee / account holder | $7,917 | $5,172+53.1% | $7,295+8.5% | $6,260+26.5% |