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 | $102,010 | $165,984-38.5% | $164,813-38.1% | $145,922-30.1% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.6pp |
| Annual return | 23.18% | 100.03%-76.9pp | 69.93%-46.8pp | 561.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,872 | $6,959-73.1% | $6,031-69.0% | $6,688-72.0% |
| Admin fee / account holder | $1,448 | $16,648-91.3% | $12,690-88.6% | $13,397-89.2% |