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 | $76,854 | $102,604-25.1% | $86,188-10.8% | $139,434-44.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 18.15% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $899 | $3,032-70.3% | $2,380-62.2% | $4,751-81.1% |
| Participant deferral / active EE | $1,114 | $4,676-76.2% | $3,985-72.0% | $6,710-83.4% |
| Admin fee / account holder | $695 | $8,657-92.0% | $6,852-89.9% | $11,403-93.9% |