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 | $76,939 | $106,890-28.0% | $84,015-8.4% | $152,861-49.7% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.4%-18.2pp |
| Annual return | 20.59% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $393 | $2,734-85.6% | $1,983-80.2% | $4,762-91.7% |
| Participant deferral / active EE | $786 | $4,011-80.4% | $3,239-75.7% | $5,850-86.6% |
| Admin fee / account holder | $821 | $8,285-90.1% | $6,101-86.5% | $11,596-92.9% |