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 | $107,092 | $226,064-52.6% | $182,532-41.3% | $152,861-29.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 8.76% | 192.51%-183.8pp | 148.54%-139.8pp | 345.32%-336.6pp |
| Employer contribution / active EE | $706 | $4,978-85.8% | $4,076-82.7% | $4,762-85.2% |
| Participant deferral / active EE | $1,063 | $6,368-83.3% | $5,524-80.8% | $5,850-81.8% |
| Admin fee / account holder | $12,910 | $10,703+20.6% | $8,592+50.3% | $11,596+11.3% |