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 | $89,124 | $202,432-56.0% | $169,368-47.4% | $139,434-36.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.44% | 531.74%-515.3pp | 405.60%-389.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,722 | $4,692-20.7% | $4,013-7.2% | $4,751-21.7% |
| Participant deferral / active EE | $879 | $6,938-87.3% | $6,221-85.9% | $6,710-86.9% |
| Admin fee / account holder | $1,967 | $10,708-81.6% | $9,003-78.2% | $11,403-82.8% |