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 | $64,843 | $104,475-37.9% | $159,436-59.3% | $79,386-18.3% |
| Participation rate | 60.0% | 76.6%-16.6pp | 82.8%-22.8pp | 70.7%-10.7pp |
| Annual return | 15.63% | 67.95%-52.3pp | 263.57%-247.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,426 | $3,417-58.3% | $4,829-70.5% | $2,427-41.3% |
| Participant deferral / active EE | $2,633 | $6,467-59.3% | $7,352-64.2% | $4,046-34.9% |
| Admin fee / account holder | $392 | $711-44.9% | $10,799-96.4% | $626-37.5% |