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 | $29,381 | $104,907-72.0% | $84,611-65.3% | $152,861-80.8% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 25.62% | 373.79%-348.2pp | 258.74%-233.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $353 | $3,302-89.3% | $2,652-86.7% | $4,762-92.6% |
| Participant deferral / active EE | $485 | $4,688-89.7% | $3,899-87.6% | $5,850-91.7% |
| Admin fee / account holder | $967 | $6,241-84.5% | $4,912-80.3% | $11,596-91.7% |