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 9-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 | $78,295 | $114,381-31.5% | $107,525-27.2% | $142,382-45.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 19.56% | 242.71%-223.1pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,074 | $4,015-73.2% | $3,754-71.4% | $4,299-75.0% |
| Participant deferral / active EE | $1,329 | $5,564-76.1% | $5,116-74.0% | $6,507-79.6% |
| Admin fee / account holder | $645 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |