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 10-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 | $72,606 | $89,355-18.7% | $141,162-48.6% | $72,985-0.5% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 39.35% | 111.85%-72.5pp | 71.39%-32.0pp | 81.00%-41.7pp |
| Employer contribution / active EE | $765 | $3,114-75.4% | $4,735-83.8% | $2,440-68.6% |
| Participant deferral / active EE | $2,310 | $5,418-57.4% | $6,709-65.6% | $3,607-36.0% |
| Admin fee / account holder | $3,585 | $5,958-39.8% | $10,261-65.1% | $5,124-30.0% |