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 | $39,374 | $150,440-73.8% | $136,294-71.1% | $147,584-73.3% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 17.77% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,654 | $5,256-68.5% | $4,695-64.8% | $4,876-66.1% |
| Participant deferral / active EE | $1,940 | $6,630-70.7% | $6,247-68.9% | $5,439-64.3% |
| Admin fee / account holder | $1,514 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |