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 | $178,565 | $148,534+20.2% | $135,903+31.4% | $139,434+28.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 25.40% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,656 | $5,243-68.4% | $4,856-65.9% | $4,751-65.2% |
| Participant deferral / active EE | $681 | $8,100-91.6% | $7,758-91.2% | $6,710-89.9% |
| Admin fee / account holder | $1,032 | $12,400-91.7% | $10,762-90.4% | $11,403-90.9% |