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 | $29,388 | $150,440-80.5% | $136,294-78.4% | $147,584-80.1% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 17.39% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,377 | $5,256-73.8% | $4,695-70.7% | $4,876-71.8% |
| Participant deferral / active EE | $1,501 | $6,630-77.4% | $6,247-76.0% | $5,439-72.4% |
| Admin fee / account holder | $2,447 | $10,905-77.6% | $9,243-73.5% | $10,885-77.5% |