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 | $55,279 | $106,890-48.3% | $84,015-34.2% | $152,861-63.8% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 17.54% | 104.99%-87.4pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $397 | $2,734-85.5% | $1,983-80.0% | $4,762-91.7% |
| Participant deferral / active EE | $742 | $4,011-81.5% | $3,239-77.1% | $5,850-87.3% |
| Admin fee / account holder | $4,419 | $8,285-46.7% | $6,101-27.6% | $11,596-61.9% |