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 | $95,324 | $118,680-19.7% | $98,907-3.6% | $158,922-40.0% |
| Participation rate | 18.2% | 77.8%-59.6pp | 76.0%-57.8pp | 82.0%-63.8pp |
| Annual return | 13.45% | 372.35%-358.9pp | 196.43%-183.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $546 | $3,333-83.6% | $2,689-79.7% | $4,761-88.5% |
| Participant deferral / active EE | $1,020 | $5,088-80.0% | $4,244-76.0% | $5,982-83.0% |
| Admin fee / account holder | $1,197 | $10,131-88.2% | $6,642-82.0% | $11,246-89.4% |