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 | $45,974 | $159,901-71.2% | $146,958-68.7% | $145,922-68.5% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 11.92% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,193 | $5,286-77.4% | $4,933-75.8% | $4,660-74.4% |
| Participant deferral / active EE | $2,166 | $8,428-74.3% | $8,070-73.2% | $6,688-67.6% |
| Admin fee / account holder | $331 | $15,044-97.8% | $12,998-97.5% | $13,397-97.5% |