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 | $18,504 | $100,773-81.6% | $88,946-79.2% | $142,382-87.0% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 14.86% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $630 | $2,918-78.4% | $2,555-75.3% | $4,299-85.3% |
| Participant deferral / active EE | $651 | $5,230-87.6% | $4,581-85.8% | $6,507-90.0% |
| Admin fee / account holder | $8,674 | $9,693-10.5% | $8,261+5.0% | $12,624-31.3% |