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 | $157,853 | $171,865-8.2% | $149,718+5.4% | $147,584+7.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 19.73% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,348 | $6,275-62.6% | $5,445-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $2,348 | $7,271-67.7% | $6,569-64.3% | $5,439-56.8% |
| Admin fee / account holder | $1,166 | $13,799-91.6% | $11,283-89.7% | $10,885-89.3% |