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 | $132,232 | $107,334+23.2% | $92,893+42.3% | $152,861-13.5% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.0%-21.0pp | 82.4%-27.4pp |
| Annual return | 21.69% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $778 | $4,221-81.6% | $3,653-78.7% | $4,762-83.7% |
| Participant deferral / active EE | $1,221 | $4,845-74.8% | $4,236-71.2% | $5,850-79.1% |
| Admin fee / account holder | $822 | $7,079-88.4% | $5,794-85.8% | $11,596-92.9% |