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 5-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 | $19,932 | $114,381-82.6% | $107,525-81.5% | $142,382-86.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 23.90% | 242.71%-218.8pp | 181.32%-157.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,094 | $4,015-72.8% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,354 | $5,564-75.7% | $5,116-73.5% | $6,507-79.2% |
| Admin fee / account holder | $407 | $9,860-95.9% | $8,919-95.4% | $12,624-96.8% |