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 7-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 | $42,247 | $105,181-59.8% | $159,436-73.5% | $85,850-50.8% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.8%-36.9pp | 69.3%-23.4pp |
| Annual return | 17.01% | 45.07%-28.1pp | 263.57%-246.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $642 | $3,318-80.7% | $4,829-86.7% | $2,565-75.0% |
| Participant deferral / active EE | $1,465 | $5,945-75.4% | $7,352-80.1% | $3,952-62.9% |
| Admin fee / account holder | $429 | $6,933-93.8% | $10,799-96.0% | $6,260-93.2% |