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 | $120,548 | $101,317+19.0% | $146,958-18.0% | $74,495+61.8% |
| Participation rate | 25.6% | 75.5%-49.9pp | 82.2%-56.6pp | 67.2%-41.6pp |
| Annual return | 15.49% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,934 | $3,810-49.2% | $4,933-60.8% | $2,623-26.3% |
| Participant deferral / active EE | $2,301 | $7,303-68.5% | $8,070-71.5% | $4,346-47.1% |
| Admin fee / account holder | $46,999 | $1,739+2602.9% | $12,998+261.6% | $1,942+2320.5% |