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 | $83,660 | $59,417+40.8% | $93,606-10.6% | $74,495+12.3% |
| Participation rate | 22.7% | 59.7%-36.9pp | 68.7%-46.0pp | 67.2%-44.5pp |
| Annual return | 15.14% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $558 | $1,264-55.9% | $2,420-77.0% | $2,623-78.7% |
| Participant deferral / active EE | $1,208 | $3,050-60.4% | $4,411-72.6% | $4,346-72.2% |
| Admin fee / account holder | $4,117 | $3,021+36.3% | $8,285-50.3% | $1,942+112.0% |