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 8-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 | $32,059 | $209,411-84.7% | $178,490-82.0% | $158,922-79.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 84.08% | 188.75%-104.7pp | 151.07%-67.0pp | 302.83%-218.7pp |
| Employer contribution / active EE | $2,192 | $5,706-61.6% | $5,011-56.3% | $4,761-54.0% |
| Participant deferral / active EE | $863 | $5,954-85.5% | $5,202-83.4% | $5,982-85.6% |
| Admin fee / account holder | $440 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |