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 | $43,279 | $109,817-60.6% | $98,442-56.0% | $167,490-74.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 30.10% | 1956.69%-1926.6pp | 1492.73%-1462.6pp | 478.56%-448.5pp |
| Employer contribution / active EE | $785 | $3,224-75.6% | $2,960-73.5% | $4,837-83.8% |
| Participant deferral / active EE | $881 | $4,673-81.1% | $4,276-79.4% | $6,341-86.1% |
| Admin fee / account holder | $530 | $6,753-92.2% | $5,949-91.1% | $12,309-95.7% |