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 | $85,396 | $124,185-31.2% | $108,410-21.2% | $167,490-49.0% |
| Participation rate | 20.0% | 82.3%-62.3pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 13.49% | 1379.64%-1366.1pp | 905.27%-891.8pp | 478.56%-465.1pp |
| Employer contribution / active EE | $911 | $4,187-78.2% | $3,558-74.4% | $4,837-81.2% |
| Participant deferral / active EE | $2,193 | $6,908-68.3% | $6,563-66.6% | $6,341-65.4% |
| Admin fee / account holder | $849 | $9,455-91.0% | $7,295-88.4% | $12,309-93.1% |