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 | $101,818 | $165,984-38.7% | $164,813-38.2% | $145,922-30.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 11.26% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,536 | $5,273-70.9% | $4,341-64.6% | $4,660-67.0% |
| Participant deferral / active EE | $1,845 | $6,959-73.5% | $6,031-69.4% | $6,688-72.4% |
| Admin fee / account holder | $2,364 | $16,648-85.8% | $12,690-81.4% | $13,397-82.4% |