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 | $24,308 | $96,305-74.8% | $80,569-69.8% | $139,434-82.6% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 11.96% | 1350.08%-1338.1pp | 935.43%-923.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $581 | $3,262-82.2% | $2,723-78.7% | $4,751-87.8% |
| Participant deferral / active EE | $744 | $5,232-85.8% | $4,447-83.3% | $6,710-88.9% |
| Admin fee / account holder | $1,165 | $6,599-82.3% | $5,377-78.3% | $11,403-89.8% |