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 | $161,339 | $150,187+7.4% | $120,354+34.1% | $145,922+10.6% |
| Participation rate | 30.0% | 78.8%-48.8pp | 71.9%-41.9pp | 80.3%-50.3pp |
| Annual return | 22.19% | 154.07%-131.9pp | 107.15%-85.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,021 | $4,348-76.5% | $3,463-70.5% | $4,660-78.1% |
| Participant deferral / active EE | $1,175 | $6,173-81.0% | $4,991-76.5% | $6,688-82.4% |
| Admin fee / account holder | $5,329 | $12,207-56.3% | $9,423-43.4% | $13,397-60.2% |