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 | $93,743 | $105,126-10.8% | $94,646-1.0% | $139,434-32.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.91% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $899 | $4,106-78.1% | $3,672-75.5% | $4,751-81.1% |
| Participant deferral / active EE | $1,798 | $7,599-76.3% | $7,418-75.8% | $6,710-73.2% |
| Admin fee / account holder | $834 | $8,984-90.7% | $7,231-88.5% | $11,403-92.7% |