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 6-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 | $31,576 | $159,901-80.3% | $146,958-78.5% | $145,922-78.4% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 11.50% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,580 | $5,286-70.1% | $4,933-68.0% | $4,660-66.1% |
| Participant deferral / active EE | $2,303 | $8,428-72.7% | $8,070-71.5% | $6,688-65.6% |
| Admin fee / account holder | $5,532 | $15,044-63.2% | $12,998-57.4% | $13,397-58.7% |