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 | $54,519 | $202,318-73.1% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 47.4% | 87.1%-39.7pp | 82.6%-35.3pp | 82.4%-35.1pp |
| Annual return | 15.69% | 1029.65%-1014.0pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,275 | $5,856-78.2% | $5,143-75.2% | $4,762-73.2% |
| Participant deferral / active EE | $1,801 | $5,948-69.7% | $5,198-65.3% | $5,850-69.2% |
| Admin fee / account holder | $18,293 | $17,109+6.9% | $13,954+31.1% | $11,596+57.7% |